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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 %
CPL
2751
CAP Partners LLC
Tennessee
– -$201K -745 Closed
WF
2752
Wayfinding Financial
Washington
– -$189K -703 Closed
MTIM
2753
Marathon Trading Investment Management
Pennsylvania
– -$189K -701 Closed
MCI
2754
MRP Capital Investments
Georgia
– -$157K -584 Closed
WPA
2755
West Paces Advisors
Georgia
– -$147K -545 Closed
NMG
2756
New Millennium Group
Utah
– -$126K -468 Closed
BPAMU
2757
BTG Pactual Asset Management US
New York
– -$107K -397 Closed
GCM
2758
GKV Capital Management
California
– -$94.2K -350 Closed
CLOS
2759
Compagnie Lombard Odier SCmA
Switzerland
– -$78K -290 Closed
WAG
2760
Wiser Advisor Group
Arizona
– -$70.9K -264 Closed
SCB
2761
Saudi Central Bank
Saudi Arabia
– -$59.7K -222 Closed
GP
2762
Greenline Partners
New York
– -$51.9K -193 Closed
AF
2763
Abound Financial
California
– -$41.2K -153 Closed
WAOTB
2764
Wealth Advisors of Tampa Bay
Florida
– -$40.4K -150 Closed
IWP
2765
IAG Wealth Partners
Wisconsin
– -$40.4K -150 Closed
SG
2766
Strid Group
Pennsylvania
– -$24.2K -90 Closed
RWM
2767
Ruedi Wealth Management
Illinois
– -$24.2K -90 Closed
CWC
2768
Carolinas Wealth Consulting
North Carolina
– -$13.5K -50 Closed
PAM
2769
Parvin Asset Management
South Dakota
– -$8.88K -33 Closed
LSV Asset Management
2770
LSV Asset Management
Illinois
– -$9K -32 Closed
WW
2771
Winnow Wealth
Texas
– -$4.89K -19 Closed
CWM
2772
Crowley Wealth Management
Delaware
– -$4.31K -16 Closed
JFG
2773
JDM Financial Group
Texas
– -$2.42K -9 Closed
OIA
2774
Optimum Investment Advisors
Illinois
– -$2.15K -8 Closed
PCTC
2775
Perkins Coie Trust Company
Washington
– -$1.08K -4 Closed
108 109 110
111
112