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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 %
SCM
826
SCS Capital Management
Massachusetts
$3.84M +$226K +710 +6%
III
827
Independent Investors Inc
New York
$3.83M – – –
WPC
828
Wedmont Private Capital
Pennsylvania
$3.82M +$156K +490 +4%
CNBT
829
Canandaigua National Bank & Trust
New York
$3.81M +$149K +467 +4%
AG
830
AIA Group
Hong Kong
$3.8M +$734K +2,300 +24%
GPFA
831
Game Plan Financial Advisors
Ohio
$3.79M -$453K -1,420 -11%
RBA
832
Richard Bernstein Advisors
New York
$3.79M -$408K -1,279 -10%
CAM
833
Columbia Asset Management
Michigan
$3.79M -$12.4K -39 -0.3%
RWM
834
Ritholtz Wealth Management
New York
$3.78M +$746K +2,340 +25%
BAM
835
Bell Asset Management
Australia
$3.78M -$2.6M -8,157 -41%
PA
836
Profund Advisors
Maryland
$3.77M -$109K -343 -3%
IIL
837
Insight Inv LLC
California
$3.77M -$67K -210 -2%
TCOT
838
Trust Company of Toledo
Ohio
$3.76M – – –
SFS
839
Sowell Financial Services
Arkansas
$3.75M +$1.11M +3,467 +42%
JIC
840
Joel Isaacson & Co
New York
$3.74M +$479K +1,503 +15%
HCA
841
Harbor Capital Advisors
Illinois
$3.73M -$29K -91 -0.8%
BJL
842
Brighton Jones LLC
Washington
$3.73M -$132K -413 -3%
CWI
843
Conscious Wealth Investments
Florida
$3.73M -$3.39K -11 -0.1%
OAM
844
Ostrum Asset Management
France
$3.71M +$23.6K +74 +0.6%
ACP
845
Arcus Capital Partners
Georgia
$3.71M – – –
Aristotle Capital Management
846
Aristotle Capital Management
California
$3.68M – – –
LBC
847
Lowe Brockenbrough & Co
Virginia
$3.65M -$3.83K -12 -0.1%
BSA
848
Bull Street Advisors
Georgia
$3.65M -$15.9K -50 -0.4%
BPWM
849
Badgley Phelps Wealth Managers
Washington
$3.64M – – –
PT
850
Plimoth Trust
Massachusetts
$3.63M +$501K +1,571 +16%
32 33
34
35 36