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American Express
AXP

Overview Fund Activity

2,671 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
2,671
Holders Change
+85
Holders Change %
+3.29%
% 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 %
WSCM
501
Wellington Shields Capital Management
New York
$11.5M +$170K +534 +2%
JC
502
Jacobs & Co
California
$11.4M +$31.9K +100 +0.3%
DADC
503
D.A. Davidson & Co
Montana
$11.3M -$27.1K -85 -0.2%
KRS
504
Kentucky Retirement Systems
Kentucky
$11.3M -$743K -2,328 -6%
SCA
505
Stokes Capital Advisors
South Carolina
$11.3M +$810K +2,539 +8%
NFGCM
506
Norman Fields Gottscho Capital Management
New York
$11.2M -$16.6K -52 -0.1%
IAA
507
Independent Advisor Alliance
North Carolina
$11.2M -$1.65M -5,169 -13%
ASN
508
Advisory Services Network
Georgia
$11.1M +$3.23M +10,787 +41%
MIM
509
Martin Investment Management
Florida
$11M -$20.1K -63 -0.2%
MHC
510
Meyer Handelman Company
New York
$11M – – –
GC
511
Gillson Capital
Illinois
$10.9M +$10.9M +34,320 New
RB
512
Rodgers Brothers
Pennsylvania
$10.9M – – –
Vontobel Holding
513
Vontobel Holding
Switzerland
$10.8M -$3.17M -9,932 -23%
WCM
514
Westend Capital Management
California
$10.8M +$313K +982 +3%
SAM
515
SP Asset Management
California
$10.7M +$22K +69 +0.2%
GCM
516
Genus Capital Management
British Columbia, Canada
$10.7M +$10.7M +33,546 New
HIMCH
517
Hartford Investment Management Co (HIMCO)
Connecticut
$10.7M -$144K -450 -1%
SFI
518
Susquehanna Fundamental Investments
Pennsylvania
$10.6M – – –
SF
519
Summit Financial
New Jersey
$10.6M +$1.17M +3,669 +12%
QCG
520
Quadrant Capital Group
Ohio
$10.5M +$4.7M +14,748 +81%
WAM
521
Winslow Asset Management
Ohio
$10.5M +$153K +479 +1%
B
522
Bensler
Washington
$10.5M +$417K +1,306 +4%
LSWM
523
Lorne Steinberg Wealth Management
Canada
$10.5M -$95.7K -300 -0.9%
SAM
524
Shell Asset Management
Netherlands
$10.4M +$3.06M +9,596 +42%
DA
525
DCM Advisors
New York
$10.3M +$698K +2,202 +7%
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