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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 %
OC
376
Oppenheimer & Co
New York
$21.1M +$2.95M +9,259 +16%
MWM
377
Moran Wealth Management
Florida
$21M -$633K -1,985 -3%
SGM
378
Skye Global Management
Florida
$20.9M +$20.9M +65,500 New
N
379
Natixis
France
$20.9M +$8.5M +26,640 +69%
Millennium Management
380
Millennium Management
New York
$20.8M -$78.2M -245,000 -79%
EGA
381
Eagle Global Advisors
Texas
$20.6M -$276K -865 -1%
CFG
382
Citizens Financial Group
Rhode Island
$20.6M +$13.4M +42,009 +187%
GAG
383
GM Advisory Group
New York
$20.5M +$815K +2,555 +4%
AV
384
ASR Vermogensbeheer
Netherlands
$20.5M -$4.86M -15,228 -19%
PGFC
385
Peapack-Gladstone Financial Corp
New Jersey
$20.5M +$830K +2,603 +4%
LA
386
LBP AM
France
$20.3M +$17.9M +56,071 +743%
MOACM
387
Mutual of America Capital Management
New York
$20.2M -$342K -1,071 -2%
HPIA
388
Hamilton Point Investment Advisors
North Carolina
$20.1M -$932K -2,921 -4%
WAS
389
Wesleyan Assurance Society
United Kingdom
$19.9M – – –
PFS
390
Prospera Financial Services
Texas
$19.8M +$1.61M +5,045 +9%
PCM
391
Penserra Capital Management
California
$19.8M -$110K -344 -0.6%
Mackenzie Financial
392
Mackenzie Financial
Ontario, Canada
$19.8M +$446K +1,397 +2%
Allspring Global Investments
393
Allspring Global Investments
North Carolina
$19.4M +$4.02M +12,476 +26%
Nomura Holdings
394
Nomura Holdings
Japan
$19.3M -$10.3M -32,134 -35%
HWM
395
HB Wealth Management
Georgia
$19.1M -$1.12M -3,498 -6%
WP
396
Woodline Partners
California
$19.1M +$4.14M +12,979 +28%
Jacobs Levy Equity Management
397
Jacobs Levy Equity Management
New Jersey
$19M +$10.1M +31,707 +114%
NCM
398
Narwhal Capital Management
Georgia
$18.9M +$2.83M +8,876 +18%
PWM
399
Perigon Wealth Management
California
$18.7M +$321K +1,005 +2%
Jane Street
400
Jane Street
New York
$18.7M +$7.32M +22,960 +64%
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