AXP icon

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 %
SCP
626
Sandhill Capital Partners
New York
$7.25M -$37K -116 -0.5%
BZWA
627
Blue Zone Wealth Advisors
California
$7.22M +$5.22M +16,354 +260%
WIS
628
Wright Investors Service
Connecticut
$7.21M -$62.5K -196 -0.9%
SFI
629
Siemens Fonds Invest
Germany
$7.2M +$141K +442 +2%
JEST
630
JTC Employer Solutions Trustee
Jersey
$7.18M -$1.59M -5,000 -18%
AC
631
AlpenGlobal Capital
California
$7.11M +$71.8K +225 +1%
FM
632
Family Management
New York
$7.08M +$3.51K +11 +0%
VCM
633
Voleon Capital Management
California
$7.05M -$4.3M -13,471 -38%
LSA
634
L & S Advisors
California
$7.05M +$3.64M +11,424 +107%
FMI
635
F/M Investments
District of Columbia
$7.05M +$105K +328 +2%
WS
636
Wedbush Securities
California
$7.04M -$219K -686 -3%
GIM
637
Grassi Investment Management
California
$7.04M – – –
BP
638
Ballentine Partners
Massachusetts
$7.03M +$967K +3,031 +16%
LGF
639
LGT Group Foundation
Liechtenstein
$7.03M +$1.42M +4,451 +25%
CIA
640
Concurrent Investment Advisors
Florida
$7.03M +$140K +439 +2%
CT
641
Chicago Trust
Illinois
$7.03M +$139K +435 +2%
UB
642
UMB Bank
Missouri
$6.97M -$236K -741 -3%
BHCM
643
Brevan Howard Capital Management
Jersey
$6.95M +$6.95M +21,793 New
PIM
644
Plato Investment Management
Australia
$6.93M +$469K +1,475 +7%
PAI
645
Pittenger & Anderson Inc
Nebraska
$6.91M +$6.22M +19,500 +904%
CCM
646
Condor Capital Management
New Jersey
$6.87M -$79.1K -248 -1%
CIM
647
Chapman Investment Management
California
$6.84M -$7.66K -24 -0.1%
FG
648
Fiduciary Group
Georgia
$6.81M – – –
Capstone Investment Advisors
649
Capstone Investment Advisors
New York
$6.8M +$3.23M +10,141 +91%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.79M -$294K -922 -4%
24 25
26
27 28