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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 %
HI
601
Hendershot Investments
Virginia
$7.66M -$106K -332 -1%
B
602
Bailard
California
$7.63M +$4.31M +13,525 +130%
EOJOAM
603
E. Ohman J:or Asset Management
Sweden
$7.59M -$167K -524 -2%
AIM
604
Arcadia Investment Management
Michigan
$7.56M -$129K -405 -2%
CSP
605
Cary Street Partners
Virginia
$7.51M -$242K -760 -3%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$7.51M +$7.51M +23,533 New
TCOV
607
Trust Company of Vermont
Vermont
$7.5M -$36.4K -114 -0.5%
ACM
608
Adalta Capital Management
New York
$7.48M -$300K -940 -4%
CFO
609
Callan Family Office
Pennsylvania
$7.47M +$3.46M +10,842 +86%
WCM
610
Wisconsin Capital Management
Wisconsin
$7.45M +$203K +636 +3%
IWS
611
Insight Wealth Strategies
California
$7.45M -$12.3K -38 -0.2%
SCM
612
Silvant Capital Management
Georgia
$7.43M -$82.9K -260 -1%
GC
613
Guggenheim Capital
Illinois
$7.43M -$742K -2,327 -9%
NGA
614
Naples Global Advisors
Florida
$7.42M +$572K +1,792 +8%
SCP
615
Seizert Capital Partners
Michigan
$7.42M -$297K -932 -4%
FIB
616
First Interstate Bank
Montana
$7.39M -$116K -363 -2%
FCH
617
Freestone Capital Holdings
Washington
$7.38M -$49.8K -156 -0.7%
NEI
618
Northwest & Ethical Investments
Ontario, Canada
$7.37M +$888K +2,784 +14%
BCM
619
Bretton Capital Management
California
$7.37M – – –
RC
620
RBF Capital
California
$7.34M – – –
PAS
621
Park Avenue Securities
New York
$7.33M -$1.6M -5,023 -18%
CL
622
Choreo LLC
Illinois
$7.32M +$138K +434 +2%
NW
623
NewEdge Wealth
Pennsylvania
$7.29M -$198K -671 -3%
CFSG
624
Community Financial Services Group
Vermont
$7.29M -$108K -339 -1%
OAC
625
OMERS Administration Corp
Ontario, Canada
$7.27M +$128K +400 +2%
23 24
25
26 27