AXP icon

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
$1.21B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$4.28B
3
Capital World Investors
Capital World Investors
California
$1.63B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.41B
5
UBS AM
UBS AM
Illinois
$1.88B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
BlackRock
New York
$13.9B
4
UBS Group
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$48.4B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8B +$185M +581,369 +1%
BlackRock
3
BlackRock
New York
$13.9B -$443M -1,389,369 -3%
State Street
4
State Street
Massachusetts
$9.39B -$105M -328,271 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.07B +$219M +686,378 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.75B -$999M -3,132,601 -17%
Morgan Stanley
7
Morgan Stanley
New York
$4.31B +$75.7M +237,361 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.28B +$429M +1,349,746 +11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.79B -$75.8M -237,553 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.64B -$698M -2,186,962 -21%
Bank of America
11
Bank of America
North Carolina
$2.37B +$183M +572,560 +8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$2.35B -$162M -508,792 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.33B +$17M +53,262 +0.7%
Northern Trust
14
Northern Trust
Illinois
$2.11B -$21.4M -67,116 -1%
Norges Bank
15
Norges Bank
Norway
$1.9B +$1.9B +5,948,131 New
UBS AM
16
UBS AM
Illinois
$1.88B +$253M +793,760 +16%
NL
17
Nuveen LLC
North Carolina
$1.63B -$89.9M -281,858 -5%
Capital World Investors
18
Capital World Investors
California
$1.63B +$378M +1,184,921 +30%
Artisan Partners
19
Artisan Partners
Wisconsin
$1.47B +$42.6M +133,439 +3%
Capital Research Global Investors
20
Capital Research Global Investors
California
$1.41B +$264M +828,146 +23%
Goldman Sachs
21
Goldman Sachs
New York
$1.41B -$43.1M -135,057 -3%
DZ Bank
22
DZ Bank
Germany
$1.39B +$169M +530,967 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29B -$79.6M -249,488 -6%
Invesco
24
Invesco
Georgia
$1.28B -$98.2M -307,858 -7%
Charles Schwab
25
Charles Schwab
California
$1.24B +$9.89M +31,003 +0.8%
1
2 3 4 5