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American Express
AXP

Overview Fund Activity

2,670 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, 1,039 increasing their positions, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.8%
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
1,039
Reduced
949
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 %
XT
2726
XTX Topco
Cayman Islands
– -$465K -1,730 Closed
BFA
2727
Brown Financial Advisors
Ohio
– -$442K -1,641 Closed
CFG
2728
Copley Financial Group
California
– -$437K -1,624 Closed
ACP
2729
Aveo Capital Partners
Colorado
– -$430K -1,557 Closed
CCM
2730
Cinctive Capital Management
New York
– -$410K -1,525 Closed
BCM
2731
Brasada Capital Management
Texas
– -$404K -1,500 Closed
BI
2732
Ballast Inc
Kentucky
– -$347K -1,288 Closed
OCBCO
2733
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$338K -1,256 Closed
TFF
2734
The Family Firm
Maryland
– -$332K -1,234 Closed
A
2735
AlphaQuest
New York
– -$295K -1,095 Closed
MA
2736
Mezzasalma Advisors
New Jersey
– -$288K -1,070 Closed
PTC
2737
Petrus Trust Company
Texas
– -$280K -1,041 Closed
SIC
2738
Sterling Investment Counsel
New York
– -$280K -1,040 Closed
1C
2739
111 Capital
France
– -$278K -1,033 Closed
VCM
2740
Virtue Capital Management
Tennessee
– -$263K -977 Closed
XC
2741
XY Capital
Hong Kong
– -$262K -974 Closed
GS
2742
GWN Securities
Florida
– -$252K -936 Closed
LIG
2743
Lokken Investment Group
Delaware
– -$252K -935 Closed
CM
2744
Capula Management
Cayman Islands
– -$243K -904 Closed
CMS
2745
Capital Market Strategies
Florida
– -$231K -860 Closed
BC
2746
Bridgefront Capital
Texas
– -$222K -824 Closed
MMA
2747
Mizuho Markets Americas
New York
– -$221K -823 Closed
TSS
2748
Two Sigma Securities
New York
– -$221K -821 Closed
HCP
2749
Hexagon Capital Partners
Arkansas
– -$217K -806 Closed
PIN
2750
Prudent Investors Network
California
– -$208K -773 Closed
108 109
110
111 112