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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 %
SMA
1201
Sage Mountain Advisors
Georgia
$1.61M +$214K +670 +15%
HIA
1202
Harbor Investment Advisory
Maryland
$1.61M +$3.19K +10 +0.2%
PP
1203
Patten & Patten
Tennessee
$1.61M -$15.9K -50 -1%
ACMA
1204
Arbor Capital Management (Alaska)
Alaska
$1.6M +$1.6M +5,193 New
APC
1205
Aspire Private Capital
North Carolina
$1.6M +$49.1K +154 +3%
AA
1206
ALPS Advisors
Colorado
$1.6M -$389K -1,220 -20%
SOAMC
1207
Spirit of America Management Corp
New York
$1.59M – – –
GITFIT
1208
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.59M +$159K +500 +11%
WSC
1209
Wellington Shields & Co
New York
$1.59M +$122K +383 +8%
BIAS
1210
Beacon Investment Advisory Services
New Jersey
$1.59M +$30K +94 +2%
GC
1211
Garde Capital
Washington
$1.59M – – –
AI
1212
Accredited Investors
Minnesota
$1.58M +$200K +626 +14%
Walleye Capital
1213
Walleye Capital
New York
$1.57M -$20.1M -63,111 -93%
CAMG
1214
CWA Asset Management Group
Florida
$1.57M +$248K +777 +19%
GWP
1215
Gen-Wealth Partners
Michigan
$1.57M +$39.2K +123 +3%
SC
1216
Soundwatch Capital
Connecticut
$1.57M +$1.57M +2,551 New
BAAM
1217
Baker Avenue Asset Management
California
$1.57M -$89.3K -280 -5%
GCWM
1218
Guided Capital Wealth Management
Texas
$1.56M +$11.5K +36 +0.7%
CPG
1219
Cornerstone Planning Group
New Jersey
$1.56M +$2.97K +10 +0.2%
FDS
1220
First Dallas Securities
Texas
$1.55M -$92.2K -289 -6%
EWA
1221
EverSource Wealth Advisors
Alabama
$1.55M +$219K +687 +16%
OFS
1222
Orrstown Financial Services
Pennsylvania
$1.54M -$18.8K -59 -1%
FCP
1223
Fidelis Capital Partners
Florida
$1.54M +$118K +399 +8%
SAM
1224
Sompo Asset Management
Japan
$1.54M +$147K +460 +11%
BAM
1225
Beaumont Asset Management
Texas
$1.54M +$1.28K +4 +0.1%
47 48
49
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