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American Express
AXP

Overview Fund Activity

2,668 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.42%
New
241
Increased
1,038
Reduced
948
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$675M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$429M
3
Capital World Investors
Capital World Investors
California
+$378M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$264M
5
UBS AM
UBS AM
Illinois
+$253M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$999M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$698M
3
BlackRock
BlackRock
New York
-$443M
4
UBS Group
UBS Group
Switzerland
-$230M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
101
Markel Group
Virginia
$154M – – –
GI
102
GAMCO Investors
Connecticut
$150M -$6.29M -19,729 -4%
KBC Group
103
KBC Group
Belgium
$150M -$9.42M -29,536 -6%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$150M -$5.51M -17,279 -4%
US Bancorp
105
US Bancorp
Minnesota
$147M +$3.82M +11,981 +3%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$147M -$22.1M -69,191 -13%
TAM
107
Troy Asset Management
United Kingdom
$146M -$248K -776 -0.2%
Aviva
108
Aviva
United Kingdom
$143M +$1.41M +4,421 +1%
HighTower Advisors
109
HighTower Advisors
Illinois
$143M -$1.35M -4,221 -0.9%
ClearBridge Investments
110
ClearBridge Investments
New York
$141M -$42.2M -132,158 -23%
MGP
111
M&G plc
United Kingdom
$137M +$231K +725 +0.2%
FI
112
Focused Investors
California
$136M -$2.84M -8,900 -2%
CCMG
113
Clark Capital Management Group
Pennsylvania
$136M +$2.84M +8,904 +2%
DLA
114
Douglas Lane & Associates
New York
$135M -$16.5M -51,809 -11%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$133M +$1.14M +3,588 +0.9%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$131M -$16.3M -51,200 -11%
CAM
117
Cacti Asset Management
Georgia
$131M -$190K -600 -0.1%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$129M -$54.3M -170,117 -30%
BMO
119
Beck Mack & Oliver
New York
$129M +$508K +1,592 +0.4%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$127M +$333K +1,043 +0.3%
HCL
121
Heard Capital LLC
Illinois
$123M -$5.25M -16,470 -4%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$120M -$1.62M -5,067 -1%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$118M -$19.2M -60,077 -14%
APG Asset Management
124
APG Asset Management
Netherlands
$117M +$24.8M +91,322 +27%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M -$7.22M -22,632 -6%
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5
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