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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 %
NG
651
Northstar Group
New York
$6.73M +$170K +532 +3%
IMCOOI
652
Investment Management Corp of Ontario (IMCO)
Canada
$6.69M -$7.07M -22,175 -51%
ALMGDA
653
AG2R La Mondiale Gestion d'Actifs
France
$6.67M – – –
VCA
654
Verdence Capital Advisors
Maryland
$6.65M +$795K +2,493 +14%
HCM
655
Hutner Capital Management
Vermont
$6.59M -$526K -1,650 -7%
HTHT
656
Hemenway Trust Hemenway Trust
New Hampshire
$6.57M +$6.12M +19,190 +1,371%
EF
657
Empirical Finance
Pennsylvania
$6.55M +$39.6K +124 +0.6%
FSA
658
Fort Sheridan Advisors
Illinois
$6.52M – – –
GPTE
659
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.42M – – –
IWC
660
Integrated Wealth Concepts
Massachusetts
$6.41M +$210K +657 +3%
KSWA
661
Kathleen S. Wright Associates
Pennsylvania
$6.39M – – –
MA
662
Montag & Associates
Georgia
$6.36M -$878K -2,752 -12%
NC
663
NewSquare Capital
Pennsylvania
$6.35M +$305K +957 +5%
BS
664
Banco Santander
Spain
$6.35M +$153K +480 +2%
CC
665
Courier Capital
New York
$6.31M -$68.6K -215 -1%
MWM
666
Modera Wealth Management
New Jersey
$6.28M +$78.8K +247 +1%
CA
667
CSM Advisors
Pennsylvania
$6.26M +$252K +790 +4%
SI
668
Stephens Inc
Arkansas
$6.24M -$201K -630 -3%
CCT
669
Chemung Canal Trust
New York
$6.22M +$7.98K +25 +0.1%
HLCM
670
Hi-Line Capital Management
South Dakota
$6.14M -$21.1K -66 -0.3%
Impax Asset Management Group
671
Impax Asset Management Group
United Kingdom
$6.13M +$2.69M +8,421 +78%
TA
672
TKG Advisors
Indiana
$6.12M -$156K -488 -2%
LC
673
Lincoln Capital
Nebraska
$6.12M -$110K -344 -2%
BBL
674
Beck Bode LLC
Massachusetts
$6.11M +$6.11M +19,158 New
PS
675
Principal Securities
Iowa
$6.1M +$1.15M +3,590 +23%
25 26
27
28 29