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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 %
GHAM
726
Gilman Hill Asset Management
Connecticut
$5.19M +$19.8K +62 +0.4%
VanEck Associates
727
VanEck Associates
New York
$5.19M +$174K +545 +3%
AWM
728
Apollon Wealth Management
South Carolina
$5.19M -$135K -422 -3%
DGM
729
Delta Global Management
New York
$5.18M -$47M -147,213 -90%
HWAM
730
Hennion & Walsh Asset Management
New Jersey
$5.17M +$22.3K +70 +0.4%
BAM
731
Brave Asset Management
New Jersey
$5.11M – – –
DWM
732
Dakota Wealth Management
Florida
$5.1M +$112K +352 +2%
VA
733
Vident Advisory
Georgia
$5.09M +$9.89K +31 +0.2%
KCM
734
Kerusso Capital Management
North Carolina
$5.08M +$2.55K +8 +0.1%
SCA
735
Snowden Capital Advisors
New York
$5.07M -$438K -1,373 -8%
CCA
736
Catalyst Capital Advisors
New York
$5.05M -$252K -791 -5%
TLP
737
Trinity Legacy Partners
Texas
$5.05M -$28.1K -90 -0.6%
FPCP
738
Fort Point Capital Partners
California
$5.05M +$3.16M +9,900 +167%
SSW
739
Stone Summit Wealth
Florida
$5.04M +$50.1K +157 +1%
ECM
740
Everence Capital Management
Indiana
$5.04M -$223K -700 -4%
BFG
741
Bleakley Financial Group
New Jersey
$5.04M +$1.06M +3,321 +27%
CI
742
CX Institutional
Indiana
$5.02M -$7.54M -23,629 -60%
HCM
743
Hodges Capital Management
Texas
$5M -$69.2K -217 -1%
BWM
744
BNC Wealth Management
Oregon
$4.99M +$188K +589 +4%
BG
745
BDF Gestion
France
$4.97M -$541K -1,697 -10%
SLI
746
Sumitomo Life Insurance
Japan
$4.96M -$1.01M -3,171 -17%
NRG
747
Nemes Rush Group
Michigan
$4.94M -$224K -701 -4%
TI
748
Trexquant Investment
Connecticut
$4.91M -$3.64M -11,396 -43%
BFIM
749
Beese Fulmer Investment Management
Ohio
$4.85M +$190K +597 +4%
A
750
AustralianSuper
Australia
$4.85M -$2M -6,279 -29%
28 29
30
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