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American Express
AXP

Overview Fund Activity

2,671 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, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,671
Holders Change
+85
Holders Change %
+3.29%
% of All Funds
35.8%
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
949
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 %
SH
2126
SLT Holdings
Arizona
$322K +$76.6K +240 +31%
AFW
2127
Avantra Family Wealth
Pennsylvania
$321K -$13.7K -43 -4%
FAM
2128
Formidable Asset Management
Ohio
$321K – – –
CST
2129
Charles Schwab Trust
Nevada
$320K +$3.51K +11 +1%
CAC
2130
Certified Advisory Corp
Florida
$320K +$3.51K +11 +1%
Cohen & Steers
2131
Cohen & Steers
New York
$319K – – –
PWAM
2132
Pinnacle West Asset Management
Wyoming
$319K – – –
CAM
2133
Close Asset Management
United Kingdom
$319K – – –
SC
2134
Sierra Capital
Florida
$319K – – –
GJIA
2135
Glass Jacobson Investment Advisors
Maryland
$319K -$27.1K -85 -8%
WC
2136
Wexford Capital
Florida
$319K – – –
APW
2137
Acima Private Wealth
Virginia
$319K – – –
ACM
2138
Aurdan Capital Management
Pennsylvania
$319K – – –
MIM
2139
Meridiem Investment Management
United Kingdom
$319K -$159K -500 -33%
EC
2140
EntryPoint Capital
New York
$318K -$11.2K -35 -3%
DFA
2141
Delta Financial Advisors
Louisiana
$318K -$16K -50 -5%
GFA
2142
Gallagher Fiduciary Advisors
Illinois
$316K -$38.6K -121 -11%
AIA
2143
Allied Investment Advisors
Montana
$315K – – –
WAM
2144
Weatherly Asset Management
California
$314K +$5.1K +16 +2%
NF
2145
NavPoint Financial
Minnesota
$313K – – –
CAS
2146
CTC Alternative Strategies
Illinois
$313K +$313K +980 New
S
2147
Sunpointe
Missouri
$312K +$4.79K +15 +2%
MCM
2148
Monument Capital Management
Virginia
$312K -$6.06K -19 -2%
HFS
2149
Hantz Financial Services
Michigan
$312K +$178K +558 +133%
HA
2150
Hofer & Associates
California
$312K +$312K +977 New
84 85
86
87 88