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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 %
KAS
401
Kestra Advisory Services
Texas
$18.6M +$208K +652 +1%
GAM
402
Generali Asset Management
Italy
$18.6M -$2.33M -7,297 -11%
TIP
403
Torray Investment Partners
Maryland
$18.4M -$203K -637 -1%
SAM
404
Silvercrest Asset Management
New York
$18.2M -$148K -464 -0.8%
EMPI
405
Elo Mutual Pension Insurance
Finland
$18.1M +$4.32M +13,534 +31%
ACA
406
Anchor Capital Advisors
Massachusetts
$18M +$3.08M +9,664 +21%
ET
407
Equitable Trust
Tennessee
$17.9M -$534K -1,674 -3%
GIA
408
GHP Investment Advisors
Colorado
$17.8M +$48.5K +152 +0.3%
CF
409
Covea Finance
France
$17.7M +$11.7M +36,600 +193%
CWM
410
Calamos Wealth Management
Illinois
$17.7M +$509K +1,597 +3%
SFA
411
Sequoia Financial Advisors
Ohio
$17.6M +$1M +3,148 +6%
CAM
412
Cresset Asset Management
Illinois
$17.6M +$501K +1,572 +3%
CA
413
Cullinan Associates
Kentucky
$17.5M +$331K +1,039 +2%
FGP
414
Foyston, Gordon, & Payne
Ontario, Canada
$17.4M +$2.72M +8,513 +18%
BCM
415
Brookstone Capital Management
Illinois
$17.3M -$9.75M -30,558 -36%
WIC
416
Willis Investment Counsel
Georgia
$17.3M +$189K +594 +1%
TAM
417
Tocqueville Asset Management
New York
$17.3M -$90.9K -285 -0.5%
Pacer Advisors
418
Pacer Advisors
Pennsylvania
$17.2M +$6.08M +19,047 +54%
MGIA
419
Matthew Goff Investment Advisor
Texas
$17.2M -$330K -1,035 -2%
CAM
420
Carret Asset Management
New York
$16.9M -$223K -698 -1%
CWM
421
Chemistry Wealth Management
New York
$16.6M -$3.19K -10 -0%
PAG
422
Private Advisor Group
New Jersey
$16.4M -$1.68M -5,266 -9%
SC
423
Scotia Capital
Ontario, Canada
$16.2M -$948K -2,971 -6%
SG
424
Sienna Gestion
France
$16.1M +$1.56M +5,350 +11%
SCTC
425
Sanibel Captiva Trust Company
Florida
$16.1M +$300K +939 +2%
15 16
17
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