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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 %
MP
1326
Moment Partners
California
$1.28M – – –
UM
1327
Ulysses Management
New York
$1.28M – – –
FIA
1328
FNY Investment Advisers
New York
$1.28M +$1.28M +4,000 New
PA
1329
Promethium Advisors
Maryland
$1.27M -$14.4K -45 -1%
NLP
1330
Next Level Private
New York
$1.27M +$2.87K +9 +0.2%
EPIM
1331
Evelyn Partners Investment Management
$1.26M +$1.17M +6,071 +1,292%
OCM
1332
Orleans Capital Management
Louisiana
$1.26M -$17.5K -55 -1%
SIA
1333
Strategic Investment Advisors
Michigan
$1.26M -$248K -784 -17%
AFG
1334
Allegheny Financial Group
Pennsylvania
$1.25M -$206K -646 -14%
CANC
1335
Culbertson A N & Co
Virginia
$1.25M – – –
TC
1336
TownSquare Capital
Utah
$1.24M -$8.82M -27,639 -88%
SIM
1337
Seaview Investment Managers
Florida
$1.24M +$191K +600 +18%
SI
1338
Saxon Interests
Texas
$1.24M – – –
BAM
1339
Blueshift Asset Management
New Jersey
$1.24M +$367K +1,150 +42%
BIM
1340
Bridges Investment Management
Nebraska
$1.23M +$5.74K +18 +0.5%
SB
1341
Sunflower Bank
Texas
$1.23M -$64.8K -203 -5%
BAM
1342
Byrne Asset Management
New Jersey
$1.23M +$1.23M +3,856 New
CA
1343
Centerpoint Advisors
Massachusetts
$1.23M – – –
MWA
1344
Midland Wealth Advisors
Illinois
$1.22M +$12.1K +38 +1%
NME
1345
Notis-McConarty Edward
$1.22M +$1.22M +3,832 New
PWAM
1346
Private Wealth Asset Management
Iowa
$1.22M -$1.58M -4,952 -56%
MIM
1347
MTM Investment Management
South Carolina
$1.22M – – –
HCM
1348
Howard Capital Management
Georgia
$1.22M +$169K +530 +16%
CAM
1349
Creekmur Asset Management
Illinois
$1.22M +$385K +1,206 +46%
SQA
1350
Simon Quick Advisors
New Jersey
$1.21M +$202K +632 +20%
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