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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 %
Parallax Volatility Advisers
351
Parallax Volatility Advisers
California
$23.3M +$20.4M +63,985 +701%
YCM
352
Yousif Capital Management
Michigan
$23.3M -$386K -1,210 -2%
Jones Financial Companies
353
Jones Financial Companies
Missouri
$23.2M +$5.54M +17,467 +31%
HW
354
Hancock Whitney
Mississippi
$23.1M -$89K -279 -0.4%
NA
355
NewEdge Advisors
Louisiana
$23.1M +$2M +6,278 +10%
AAIS
356
ABN AMRO Investment Solutions
$23M -$636K -1,994 -3%
Lido Advisors
357
Lido Advisors
California
$22.9M -$5.98M -18,759 -21%
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$22.8M +$2.73M +8,555 +14%
MIM
359
Marco Investment Management
Georgia
$22.7M +$62.5K +196 +0.3%
Ninety One (UK)
360
Ninety One (UK)
United Kingdom
$22.6M -$9.93M -31,141 -31%
BSA
361
Braun Stacey Associates
New York
$22.6M -$10.3M -32,340 -31%
DC
362
Davenport & Co
Virginia
$22.3M +$1.57M +4,934 +8%
PL
363
Parthenon LLC
Kentucky
$22.2M +$20.7K +65 +0.1%
GGS
364
Galvin Gaustad & Stein
Arizona
$22.2M +$19.1K +60 +0.1%
NAM
365
Nissay Asset Management
Japan
$22.1M -$184K -577 -0.8%
Fiera Capital (Canada)
366
Fiera Capital (Canada)
Quebec, Canada
$22.1M +$6.52M +20,441 +42%
AAF
367
Andra AP-fonden
Sweden
$21.9M +$447K +1,400 +2%
WT
368
Whittier Trust
California
$21.8M -$119K -374 -0.5%
TBC
369
Tweedy, Browne Co
Connecticut
$21.7M -$1.19M -3,727 -5%
CCA
370
Cobblestone Capital Advisors
New York
$21.7M -$188K -588 -0.9%
BCI
371
Brinker Capital Investments
Pennsylvania
$21.5M +$1.59M +4,977 +8%
PR
372
Payden & Rygel
California
$21.5M – – –
GWM
373
GDS Wealth Management
Texas
$21.2M +$629K +1,973 +3%
AMBIA
374
Allen Mooney & Barnes Investment Advisors
Georgia
$21.2M -$148K -463 -0.7%
PCIA
375
Prime Capital Investment Advisors
Kansas
$21.2M -$1.75M -5,472 -8%
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