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American Express

2,710 hedge funds and large institutions have $190B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,054 increasing their positions, 960 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 114

34% more funds holding in top 10

Funds holding in top 10: 79106 (+27)

29% more call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.05B

18% more capital invested

Capital invested by funds: $161B → $190B (+$29.2B)

4% more funds holding

Funds holding: 2,6142,710 (+96)

10% more repeat investments, than reductions

Existing positions increased: 1,054 | Existing positions reduced: 960

0.23% less ownership

Funds ownership: 85.24%85.01% (-0.23%)

Holders
2,710
Holders Change
+96
Holders Change %
+3.67%
% of All Funds
35.68%
Holding in Top 10
106
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+34.18%
% of All Funds
1.4%
New
245
Increased
1,054
Reduced
960
Closed
114
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$48.4B
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8B +$164M +581,369 +1%
BlackRock
3
BlackRock
New York
$13.9B -$391M -1,389,369 -3%
State Street
4
State Street
Massachusetts
$9.39B -$92.4M -328,271 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.07B +$193M +686,378 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.75B -$882M -3,132,601 -17%
Morgan Stanley
7
Morgan Stanley
New York
$4.31B +$66.8M +237,361 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.28B +$380M +1,349,746 +11%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.79B -$66.9M -237,553 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.64B -$616M -2,186,962 -21%
Bank of America
11
Bank of America
North Carolina
$2.37B +$161M +572,560 +8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$2.35B -$143M -508,792 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.33B +$15M +53,262 +0.7%
Northern Trust
14
Northern Trust
Illinois
$2.11B -$18.9M -67,116 -1%
Norges Bank
15
Norges Bank
Norway
$1.9B +$6.18M +21,955 +0.4%
UBS AM
16
UBS AM
Illinois
$1.88B +$223M +793,760 +16%
N
17
Nuveen
North Carolina
$1.63B -$79.3M -281,858 -5%
Capital World Investors
18
Capital World Investors
California
$1.63B +$333M +1,184,921 +30%
Artisan Partners
19
Artisan Partners
Wisconsin
$1.47B +$37.6M +133,439 +3%
Capital Research Global Investors
20
Capital Research Global Investors
California
$1.41B +$233M +828,146 +23%
Goldman Sachs
21
Goldman Sachs
New York
$1.41B -$38M -135,057 -3%
DZ Bank
22
DZ Bank
Germany
$1.39B +$149M +530,967 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29B -$70.2M -249,488 -6%
Invesco
24
Invesco
Georgia
$1.28B -$86.6M -307,858 -7%
Charles Schwab
25
Charles Schwab
California
$1.24B +$8.73M +31,003 +0.8%

AXP Hedge Fund Activity: Q2 2025 in Review

2,710 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2025, worth a combined $190B — up 18% from $161B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new AXP positions and 114 closed out — a net gain of 131 holders — while 1,054 added to existing stakes and 960 trimmed.

The largest buyer was Wells Fargo, adding an estimated $595M. The largest seller was Wellington Management Group, cutting an estimated $882M.

  • 2,710 institutional investors held American Express (AXP) as of Q2 2025, up from 2,614 in Q1 2025.
  • Funds reported $190B of American Express stock for Q2 2025, up 18% quarter-over-quarter.
  • 245 funds opened new American Express positions in Q2 2025 and 114 closed out, a net change of +131 holders.
  • The largest American Express buyer in Q2 2025 was Wells Fargo, an estimated $595M added.
  • The largest American Express seller in Q2 2025 was Wellington Management Group, an estimated $882M sold.

Based on aggregated 13F filings for Q2 2025.