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American Express
AXP

Overview Fund Activity

2,668 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, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
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
1,038
Reduced
948
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.21B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$4.28B
3
Capital World Investors
Capital World Investors
California
$1.63B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.41B
5
UBS AM
UBS AM
Illinois
$1.88B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
BlackRock
New York
$13.9B
4
UBS Group
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
2476
Fairscale Capital
New Hampshire
$126K – – –
AEPWM
2477
Atlantic Edge Private Wealth Management
Florida
$121K +$1.28K +4 +1%
IWMWV
2478
Ironwood Wealth Management (West Virginia)
West Virginia
$120K – – –
GKIM
2479
GW&K Investment Management
Massachusetts
$118K +$24K +75 +26%
HCM
2480
Hollencrest Capital Management
California
$117K +$12.8K +40 +12%
BWM
2481
Bernard Wealth Management
Michigan
$117K -$957 -3 -0.8%
JFGIW
2482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K +$27.1K +85 +30%
MAM
2483
Meeder Asset Management
Ohio
$116K -$6.18M -19,374 -98%
CMP
2484
Coston McIsaac & Partners
Maine
$114K – – –
OP
2485
ORG Partners
Indiana
$112K +$101K +313 +948%
CFD
2486
Creative Financial Designs
Indiana
$111K +$1.28K +4 +1%
RA
2487
Rise Advisors
New York
$111K +$6.7K +21 +6%
BCMLT
2488
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$15.6K -49 -12%
HNW
2489
High Note Wealth
Minnesota
$109K – – –
GG
2490
Gleason Group
Kentucky
$109K +$319 +1 +0.3%
GCM
2491
Gables Capital Management
Florida
$108K – – –
FIM
2492
FWL Investment Management
Texas
$107K +$10.8K +34 +11%
PCFFS
2493
Pacific Center for Financial Services
California
$106K – – –
Bank Julius Baer & Co
2494
Bank Julius Baer & Co
Switzerland
$102K +$11.8K +37 +13%
NCM
2495
Northwest Capital Management
Oregon
$99.8K – – –
CBT
2496
Crews Bank & Trust
Florida
$99.5K – – –
OPTFSNA
2497
Old Point Trust & Financial Services N A
Virginia
$96.3K – – –
GWSA
2498
Global Wealth Strategies & Associates
Colorado
$96.3K +$2.55K +8 +3%
PB
2499
Pinnacle Bancorp
Nebraska
$93.8K – – –
GK
2500
Graney & King
New York
$93.1K +$10.5K +33 +13%
98 99
100
101 102