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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 %
NG
2676
NatWest Group
United Kingdom
– -$8.49M -31,561 Closed
BIP
2677
Bouvel Investment Partners
Pennsylvania
– -$7.84M -28,917 Closed
RGC
2678
Redwood Grove Capital
California
– -$7.71M -28,672 Closed
BA
2679
Bridgewater Associates
Connecticut
– -$7.48M -27,789 Closed
EP
2680
Edgestream Partners
New Jersey
– -$6.23M -23,166 Closed
Balyasny Asset Management
2681
Balyasny Asset Management
Illinois
– -$4.93M -18,333 Closed
OC
2682
Optimas Capital
Hong Kong
– -$3.63M -13,500 Closed
Two Sigma Investments
2683
Two Sigma Investments
New York
– -$3.24M -12,053 Closed
ECM
2684
Eisler Capital Management
United Kingdom
– -$3.14M -11,678 Closed
CCIA
2685
Campbell & Co Investment Adviser
Maryland
– -$3.11M -11,566 Closed
V
2686
ValueWorks
New York
– -$2.88M -10,687 Closed
QT
2687
Quantbot Technologies
New York
– -$2.64M -9,819 Closed
FTF
2688
Freedom Together Foundation
New York
– -$2.38M -8,851 Closed
AM
2689
AGF Management
Ontario, Canada
– -$2.25M -8,356 Closed
TA
2690
Townsend & Associates
Colorado
– -$1.91M -7,895 Closed
SM
2691
Sciencast Management
New Jersey
– -$1.99M -7,405 Closed
IFU
2692
iSAM Funds (UK)
United Kingdom
– -$1.97M -7,323 Closed
SRL
2693
Scientech Research LLC
New Jersey
– -$1.89M -7,027 Closed
Optiver Holding
2694
Optiver Holding
Netherlands
– -$1.74M -6,456 Closed
FCI
2695
Financial Counselors Inc
Kansas
– -$1.57M -5,827 Closed
HCM
2696
Highview Capital Management
Illinois
– -$1.55M -5,776 Closed
CAU
2697
Caxton Associates (UK)
– -$1.49M -5,532 Closed
LA
2698
Legacy Advisors
Pennsylvania
– -$1.43M -5,324 Closed
USGIU
2699
U.S. Global Investors (USGI)
Texas
– -$1.43M -5,305 Closed
AI
2700
AXS Investments
New York
– -$1.34M -4,991 Closed
106 107
108
109 110