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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 %
BIG
1051
Brooklyn Investment Group
New York
$2.29M +$745K +2,336 +48%
GIA
1052
Gateway Investment Advisers
Ohio
$2.29M -$39.9K -125 -2%
EM
1053
Excalibur Management
Massachusetts
$2.28M -$16.3K -51 -0.7%
AC
1054
Arjuna Capital
North Carolina
$2.27M -$124K -390 -5%
SYBT
1055
Stock Yards Bank & Trust
Kentucky
$2.27M -$94.1K -295 -4%
AAM
1056
Auxier Asset Management
Oregon
$2.26M – – –
EHC
1057
Everett Harris & Co
California
$2.25M – – –
FNT
1058
First National Trust
Pennsylvania
$2.24M -$144K -453 -6%
Qube Research & Technologies (QRT)
1059
Qube Research & Technologies (QRT)
United Kingdom
$2.22M -$175M -549,133 -99%
OLVIG
1060
Oliver Lagore Vanvalin Investment Group
Michigan
$2.22M +$2.22M +8,244 New
SAG
1061
SageView Advisory Group
California
$2.21M -$162K -520 -7%
PAM
1062
Palisade Asset Management
Minnesota
$2.21M -$121K -380 -5%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$2.2M -$81K -254 -4%
SC
1064
Syon Capital
California
$2.2M +$315K +988 +17%
NHC
1065
Nicholas Hoffman & Company
Georgia
$2.19M +$957 +3 +0%
TFP
1066
Tilia Fiduciary Partners
North Carolina
$2.19M +$133K +416 +6%
FLPIM
1067
F.L. Putnam Investment Management
Massachusetts
$2.17M -$82.9K -260 -4%
BIM
1068
Baldwin Investment Management
Pennsylvania
$2.16M +$31.9K +100 +1%
GCP
1069
GSA Capital Partners
United Kingdom
$2.15M +$970K +3,042 +82%
HA
1070
Huntleigh Advisors
Missouri
$2.15M +$43.1K +135 +2%
BFG
1071
Beacon Financial Group
Texas
$2.15M -$9.57K -30 -0.4%
APW
1072
Aurora Private Wealth
New Jersey
$2.15M +$58.1K +182 +3%
SF
1073
Symphony Financial
Texas
$2.14M +$2.14M +7,823 New
HCM
1074
Hall Capital Management
Rhode Island
$2.14M +$58.4K +183 +3%
GI
1075
GLOBALT Investments
Georgia
$2.14M -$117K -367 -5%
41 42
43
44 45