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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
1
Wells Fargo
California
$1.21B
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$4.28B
3
Capital World Investors
3
Capital World Investors
California
$1.63B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.41B
5
UBS AM
5
UBS AM
Illinois
$1.88B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
3
BlackRock
New York
$13.9B
4
UBS Group
4
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
2651
HFM Investment Advisors
New Jersey
$4.79K +$3.51K +11 +275%
QWM
2652
Quaker Wealth Management
New Jersey
$4.79K +$4.79K +15 New
KWM
2653
Kiker Wealth Management
Georgia
$4.15K – – –
PWM
2654
Parkworth Wealth Management
California
$4.15K +$1.91K +6 +86%
WA
2655
WestEnd Advisors
North Carolina
$3.83K -$1.28K -4 -25%
PA
2656
Pineridge Advisors
Missouri
$3.51K – – –
DI
2657
DAGCO Inc
Ohio
$3.51K – – –
WAS
2658
Winch Advisory Services
Wisconsin
$3.31K – – –
PCM
2659
Perritt Capital Management
Illinois
$3.19K -$4.47K -14 -58%
PS
2660
PayPay Securities
Japan
$3.19K -$957 -3 -23%
BMC
2661
Bear Mountain Capital
Washington
$3.11K -$1.87K -6 -38%
AP
2662
Aspect Partners
Virginia
$2.87K – – –
CWM
2663
Copia Wealth Management
Oregon
$2.23K +$2.23K +7 New
HC
2664
Hara Capital
Washington
$1.6K – – –
BGWM
2665
Bridge Generations Wealth Management
Florida
$1.28K – – –
RBC
2666
Roble Belko & Company
Pennsylvania
$1K -$6.5K -13 -87%
TFA
2667
Transamerica Financial Advisors
Florida
$793 – – –
CFP
2668
Comprehensive Financial Planning
Pennsylvania
$321 – – –
MIM
2669
MetLife Investment Management
New Jersey
– -$41.2M -153,184 Closed
CF
2670
Corebridge Financial
Texas
– -$40.8M -151,474 Closed
PI
2671
PGGM Investments
Netherlands
– -$23.6M -87,571 Closed
ACM
2672
Anomaly Capital Management
New York
– -$21.5M -79,827 Closed
Tudor Investment Corp
2673
Tudor Investment Corp
Connecticut
– -$20.4M -76,000 Closed
USAA
2674
United Services Automobile Association
Texas
– -$17.7M -66,800 Closed
JF
2675
Jump Financial
Illinois
– -$14.3M -53,233 Closed
105 106
107
108 109