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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 %
PP
1351
PDT Partners
New York
$1.21M +$1.21M +3,800 New
GWM
1352
Geneos Wealth Management
Colorado
$1.21M -$5.81M -18,224 -83%
UAS
1353
United Asset Strategies
New York
$1.21M -$108K -338 -8%
GDP
1354
Great Diamond Partners
Maine
$1.21M +$790K +2,477 +188%
FWTB
1355
First Western Trust Bank
Colorado
$1.21M +$2.23K +7 +0.2%
PFS
1356
Physicians Financial Services
North Carolina
$1.21M +$263K +825 +28%
GSWM
1357
Golden State Wealth Management
California
$1.21M -$55.2K -173 -4%
BT
1358
Banque Transatlantique
France
$1.2M -$3.92M -12,229 -77%
QC
1359
Quent Capital
New York
$1.2M +$55.2K +173 +5%
BB
1360
Burford Brothers
Texas
$1.2M +$4.47K +14 +0.4%
SCM
1361
SKBA Capital Management
California
$1.19M +$10.2K +32 +0.9%
VCP
1362
Verus Capital Partners
Arizona
$1.18M -$3.83K -12 -0.3%
MA
1363
MJP Associates
Connecticut
$1.18M +$48.5K +152 +4%
CC
1364
Centiva Capital
New York
$1.18M -$1.05M -3,277 -47%
GWA
1365
Gratus Wealth Advisors
Virginia
$1.18M -$9.57K -30 -0.8%
BMA
1366
Brooks Moore & Associates
Tennessee
$1.17M – – –
AIM
1367
Aspen Investment Management
Michigan
$1.17M +$125K +392 +12%
PGCM
1368
Prescott Group Capital Management
Oklahoma
$1.17M – – –
SIA
1369
Soltis Investment Advisors
Utah
$1.17M +$465K +1,458 +66%
PCP
1370
Proficio Capital Partners
Massachusetts
$1.17M +$69.2K +217 +6%
CWM
1371
Cornerstone Wealth Management
Missouri
$1.16M +$638 +2 +0.1%
FFA
1372
First Foundation Advisors
California
$1.15M +$94.4K +296 +9%
NCM
1373
Northside Capital Management
Oregon
$1.15M +$616K +1,930 +115%
SC
1374
Saybrook Capital
North Carolina
$1.15M – – –
PTC
1375
Philadelphia Trust Company
Pennsylvania
$1.15M – – –
53 54
55
56 57