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American Express
AXP

Overview Fund Activity

2,672 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, 950 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,672
Holders Change
+86
Holders Change %
+3.33%
% of All Funds
35.81%
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
950
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 %
GL
701
GHE LLC
Tennessee
$5.51M +$40.5K +127 +0.7%
GT
702
Glenview Trust
Kentucky
$5.46M +$97.9K +307 +2%
LWANC
703
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.46M +$5.44M +1,736,513 +31,596%
ECM
704
Elgethun Capital Management
South Dakota
$5.46M -$54.5K -171 -1%
SSA
705
Schonfeld Strategic Advisors
New York
$5.44M -$29.4M -92,176 -84%
NB
706
NBT Bank
New York
$5.44M -$98.9K -310 -2%
JCM
707
Jag Capital Management
Missouri
$5.42M -$99.5K -312 -2%
GAM
708
Gotham Asset Management
New York
$5.41M +$428K +1,342 +9%
PTCG
709
Pring Turner Capital Group
California
$5.4M – – –
AMI
710
Amica Mutual Insurance
Rhode Island
$5.39M -$665K -2,085 -11%
VFA
711
Valeo Financial Advisors
Indiana
$5.39M +$336K +1,054 +7%
WA
712
WP Advisors
California
$5.38M +$94.4K +296 +2%
DFCM
713
Dark Forest Capital Management
Puerto Rico
$5.33M +$3.15M +9,875 +144%
TBA
714
Tower Bridge Advisors
Pennsylvania
$5.33M +$1.22M +3,810 +30%
GT
715
Greenleaf Trust
Michigan
$5.33M -$1.5M -4,711 -22%
PNC
716
Park National Corp
Ohio
$5.31M -$30.3K -95 -0.6%
OBAM
717
ODDO BHF Asset Management
France
$5.29M -$2.48M -7,789 -32%
NA
718
Nordwand Advisors
Pennsylvania
$5.26M +$5.22M +16,349 +12,110%
LJCM
719
Lee Johnson Capital Management
Texas
$5.24M -$1.28K -4 -0%
BFA
720
Bill Few Associates
Pennsylvania
$5.22M -$89K -279 -2%
ET
721
Entropy Technologies
New York
$5.22M +$1.68M +5,263 +47%
SWM
722
Salvus Wealth Management
New Jersey
$5.22M -$66.3K -208 -1%
DAS
723
Dynamic Advisor Solutions
Arizona
$5.21M +$55.8K +175 +1%
KCM
724
Kanawha Capital Management
Virginia
$5.21M +$95.4K +299 +2%
MLL
725
Moody Lynn & Lieberson
Massachusetts
$5.21M +$305K +955 +6%
27 28
29
30 31