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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 %
RWP
576
RWA Wealth Partners
Massachusetts
$8.45M +$6.7K +21 +0.1%
MWA
577
MFA Wealth Advisors
Pennsylvania
$8.42M -$455K -1,425 -5%
WG
578
Winton Group
United Kingdom
$8.38M +$8.38M +26,276 New
BF
579
BOK Financial
Oklahoma
$8.36M +$247K +775 +3%
FG
580
Foster Group
Iowa
$8.36M +$24.2K +76 +0.3%
RIM
581
Reliant Investment Management
Tennessee
$8.35M +$153K +480 +2%
AAS
582
Avantax Advisory Services
Texas
$8.35M +$150K +469 +2%
CCG
583
Chatham Capital Group
Georgia
$8.35M -$170K -533 -2%
CTC
584
Central Trust Company
Missouri
$8.29M -$290K -908 -3%
NMERB
585
New Mexico Educational Retirement Board
New Mexico
$8.28M – – –
RAM
586
Riggs Asset Management
Pennsylvania
$8.11M -$142K -445 -2%
VT
587
Vise Technologies
New York
$8.08M +$8.08M +25,333 New
ANTB
588
AMG National Trust Bank
Colorado
$8.04M -$118K -371 -1%
CWP
589
Cyndeo Wealth Partners
Florida
$8.03M -$463K -1,453 -5%
CA
590
Commerzbank Aktiengesellschaft
Germany
$7.99M -$1.55M -4,845 -16%
AWS
591
Atria Wealth Solutions
New York
$7.98M -$4.62M -14,410 -37%
ADL
592
Asset Dedication LLC
California
$7.94M -$145K -454 -2%
PWMAG
593
Pinnacle Wealth Management Advisory Group
New Jersey
$7.89M +$107K +334 +1%
RC
594
Roundview Capital
New Jersey
$7.87M +$33.8K +106 +0.4%
STA
595
Summit Trail Advisors
New York
$7.87M +$7.87M +24,672 New
VVP
596
Venture Visionary Partners
Ohio
$7.79M +$62.2K +195 +0.8%
KWM
597
Kingsview Wealth Management
Oregon
$7.79M +$72.1K +226 +0.9%
ABTD
598
Arvest Bank Trust Division
Oklahoma
$7.75M +$60.3K +189 +0.8%
HT
599
Heritage Trust
Oklahoma
$7.68M -$317K -993 -4%
BCV
600
Banque Cantonale Vaudoise
Switzerland
$7.67M +$862K +2,701 +13%
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