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American Express
AXP

Overview Fund Activity

2,670 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
2,670
Holders Change
+84
Holders Change %
+3.25%
% 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 %
GIM
2626
Gold Investment Management
Alberta, Canada
$10.6K – – –
VWA
2627
Valued Wealth Advisors
Utah
$10.6K – – –
RTL
2628
Red Tortoise LLC
Georgia
$10.2K – – –
DWA
2629
Delos Wealth Advisors
Texas
$9.89K +$9.89K +31 New
T
2630
Transce3nd
Texas
$9.89K – – –
VWM
2631
Valley Wealth Managers
New Jersey
$9.57K – – –
OA
2632
Operose Advisors
Wisconsin
$9.57K – – –
KSB
2633
Kennebec Savings Bank
Maine
$9.25K – – –
TFGT
2634
TS Financial Group (TSFG)
Illinois
$9K – – –
HHGA
2635
Halbert Hargrove Global Advisors
California
$8.93K -$638 -2 -7%
FFA
2636
Frazier Financial Advisors
Ohio
$8.93K – – –
AF
2637
Aviso Financial
Ontario, Canada
$8.61K – – –
LFA
2638
LGT Financial Advisors
Texas
$8.61K +$8.61K +27 New
FUBT
2639
First United Bank & Trust
Maryland
$7.98K – – –
CW
2640
Curio Wealth
Maryland
$7.98K +$7.34K +23 +1,150%
AP
2641
Atwood & Palmer
Missouri
$7.66K – – –
LIA
2642
Luken Investment Analytics
Tennessee
$7.02K – – –
HAP
2643
Harbor Asset Planning
Massachusetts
$7.02K +$7.02K +22 New
NWM
2644
Nova Wealth Management
Florida
$6.95K +$6.95K +22 New
MAS
2645
MPWM Advisory Solutions
Georgia
$6.7K -$4.79K -15 -42%
MSFP
2646
Mark Sheptoff Financial Planning
Connecticut
$6.7K +$6.7K +21 New
YAL
2647
Your Advocates Ltd
Texas
$6.43K – – –
TCM
2648
Traub Capital Management
Massachusetts
$6.38K +$6.38K +20 New
IA
2649
IFS Advisors
Kansas
$6.38K – – –
RPA
2650
Redwood Park Advisors
California
$5.74K – – –
104 105
106
107 108