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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.75B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.64B
3
BlackRock
3
BlackRock
New York
$13.9B
4
UBS Group
4
UBS Group
Switzerland
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
2626
Red Tortoise LLC
Georgia
$10.2K – – –
DWA
2627
Delos Wealth Advisors
Texas
$9.89K +$9.89K +31 New
T
2628
Transce3nd
Texas
$9.89K – – –
VWM
2629
Valley Wealth Managers
New Jersey
$9.57K – – –
OA
2630
Operose Advisors
Wisconsin
$9.57K – – –
KSB
2631
Kennebec Savings Bank
Maine
$9.25K – – –
TFGT
2632
TS Financial Group (TSFG)
Illinois
$9K – – –
HHGA
2633
Halbert Hargrove Global Advisors
California
$8.93K -$638 -2 -7%
FFA
2634
Frazier Financial Advisors
Ohio
$8.93K – – –
AF
2635
Aviso Financial
Ontario, Canada
$8.61K – – –
LFA
2636
LGT Financial Advisors
Texas
$8.61K +$8.61K +27 New
FUBT
2637
First United Bank & Trust
Maryland
$7.98K – – –
CW
2638
Curio Wealth
Maryland
$7.98K +$7.34K +23 +1,150%
AP
2639
Atwood & Palmer
Missouri
$7.66K – – –
LIA
2640
Luken Investment Analytics
Tennessee
$7.02K – – –
HAP
2641
Harbor Asset Planning
Massachusetts
$7.02K +$7.02K +22 New
NWM
2642
Nova Wealth Management
Florida
$6.95K +$6.95K +22 New
MAS
2643
MPWM Advisory Solutions
Georgia
$6.7K -$4.79K -15 -42%
MSFP
2644
Mark Sheptoff Financial Planning
Connecticut
$6.7K +$6.7K +21 New
YAL
2645
Your Advocates Ltd
Texas
$6.43K – – –
TCM
2646
Traub Capital Management
Massachusetts
$6.38K +$6.38K +20 New
IA
2647
IFS Advisors
Kansas
$6.38K – – –
RPA
2648
Redwood Park Advisors
California
$5.74K – – –
PWA
2649
Principia Wealth Advisory
Texas
$5.74K +$3.83K +12 +200%
EWA
2650
EQ Wealth Advisors
Texas
$4.98K -$62K -199 -93%
104 105
106
107 108