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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 %
SVWA
2526
Sarver Vrooman Wealth Advisors
Missouri
$72.1K -$24.6K -77 -25%
RFS
2527
Richardson Financial Services
Massachusetts
$71.6K +$968 +3 +1%
AWM
2528
AllSquare Wealth Management
New York
$71.5K – – –
TIM
2529
Total Investment Management
Arizona
$71.5K +$71.5K +224 New
FG
2530
Fairman Group
Pennsylvania
$70.2K – – –
JFA
2531
JNBA Financial Advisors
Minnesota
$68.3K – – –
FAM
2532
Flaharty Asset Management
Florida
$66.7K – – –
FPF
2533
First Pacific Financial
Washington
$66.3K +$63.8K +200 +2,500%
PP
2534
PFS Partners
New Jersey
$65.5K +$16.6K +52 +34%
JGIA
2535
Jackson Grant Investment Advisers
Connecticut
$64.8K – – –
SA
2536
SRH Advisors
Kansas
$63.8K – – –
NRWA
2537
North Ridge Wealth Advisors
Oregon
$63.8K – – –
CCC
2538
Chelsea Counsel Company
California
$63.8K – – –
IIM
2539
Intact Investment Management
Quebec, Canada
$63.8K +$63.8K +200 New
IFS
2540
Intelligent Financial Strategies
Minnesota
$61.9K – – –
ACA
2541
Atlas Capital Advisors
Wyoming
$57.7K -$7.02K -22 -11%
FMP
2542
Financial Management Professionals
Texas
$57.4K -$143K -448 -71%
RA
2543
Rational Advisors
New York
$57.4K +$57.4K +180 New
DF
2544
Dunhill Financial
United Kingdom
$56.9K +$7.99K +25 +16%
FNWA
2545
Financial Network Wealth Advisors
Utah
$55.1K – – –
RTC
2546
Riverview Trust Company
Washington
$53.9K – – –
RWM
2547
Rialto Wealth Management
New York
$53.6K +$2.55K +8 +5%
KG
2548
Kilter Group
New York
$53.6K +$53.6K +168 New
CWP
2549
Concord Wealth Partners
Virginia
$53.3K -$1.6K -5 -3%
AWM
2550
Abound Wealth Management
Tennessee
$53.2K -$637 -2 -1%
100 101
102
103 104