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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 %
WCM
2526
Winthrop Capital Management
Indiana
$73K +$73K +230 New
WPA
2527
Wealth Preservation Advisors
Tennessee
$72.6K +$637 +2 +0.9%
S
2528
Sachetta
Massachusetts
$72.5K +$2.56K +8 +4%
SVWA
2529
Sarver Vrooman Wealth Advisors
Missouri
$72.1K -$24.6K -77 -25%
RFS
2530
Richardson Financial Services
Massachusetts
$71.6K +$968 +3 +1%
AWM
2531
AllSquare Wealth Management
New York
$71.5K – – –
TIM
2532
Total Investment Management
Arizona
$71.5K +$71.5K +224 New
FG
2533
Fairman Group
Pennsylvania
$70.2K – – –
JFA
2534
JNBA Financial Advisors
Minnesota
$68.3K – – –
FAM
2535
Flaharty Asset Management
Florida
$66.7K – – –
FPF
2536
First Pacific Financial
Washington
$66.3K +$63.8K +200 +2,500%
PP
2537
PFS Partners
New Jersey
$65.5K +$16.6K +52 +34%
JGIA
2538
Jackson Grant Investment Advisers
Connecticut
$64.8K – – –
CCC
2539
Chelsea Counsel Company
California
$63.8K – – –
NRWA
2540
North Ridge Wealth Advisors
Oregon
$63.8K – – –
SA
2541
SRH Advisors
Kansas
$63.8K – – –
IIM
2542
Intact Investment Management
Quebec, Canada
$63.8K +$63.8K +200 New
IFS
2543
Intelligent Financial Strategies
Minnesota
$61.9K – – –
ACA
2544
Atlas Capital Advisors
Wyoming
$57.7K -$7.02K -22 -11%
FMP
2545
Financial Management Professionals
Texas
$57.4K -$143K -448 -71%
RA
2546
Rational Advisors
New York
$57.4K +$57.4K +180 New
DF
2547
Dunhill Financial
United Kingdom
$56.9K +$7.99K +25 +16%
FNWA
2548
Financial Network Wealth Advisors
Utah
$55.1K – – –
RTC
2549
Riverview Trust Company
Washington
$53.9K – – –
RWM
2550
Rialto Wealth Management
New York
$53.6K +$2.55K +8 +5%
100 101
102
103 104