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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 %
JA
676
JLB & Associates
Michigan
$6.09M +$148K +465 +2%
TW
677
Trajan Wealth
Arizona
$6.07M +$967K +3,033 +19%
BL
678
BFSG LLC
California
$6.04M -$5.1K -16 -0.1%
WG
679
Welch Group
Alabama
$6.01M +$7.66K +24 +0.1%
FIA
680
Foundations Investment Advisors
Arizona
$5.94M +$909K +2,849 +18%
JSW
681
Journey Strategic Wealth
New Jersey
$5.93M +$376K +1,179 +7%
MVA
682
Mount Vernon Associates
Maryland
$5.92M -$6.38K -20 -0.1%
HI
683
Horizon Investments
North Carolina
$5.88M +$2.71M +8,523 +86%
TMAM
684
Tokio Marine Asset Management
Japan
$5.86M +$411K +1,289 +8%
KAM
685
Karani Asset Management
New York
$5.85M +$818K +2,563 +16%
2
686
2Xideas
Switzerland
$5.85M -$106K -332 -2%
CIC
687
Chase Investment Counsel
Virginia
$5.81M +$5.81M +18,224 New
NP
688
NorthRock Partners
Minnesota
$5.81M +$255K +801 +5%
SWP
689
Sagespring Wealth Partners
Tennessee
$5.8M +$608K +1,906 +12%
IWA
690
IBEX Wealth Advisors
New Jersey
$5.76M +$389K +1,219 +7%
PCI
691
Pacifica Capital Investments
Texas
$5.75M – – –
CA
692
Callahan Advisors
Texas
$5.69M +$319 +1 +0%
CCM
693
Coldstream Capital Management
Washington
$5.67M +$1.28M +4,002 +29%
OIA
694
OneDigital Investment Advisors
Kansas
$5.67M +$39.6K +124 +0.7%
NMIMC
695
Northwestern Mutual Investment Management Company
Wisconsin
$5.63M +$1.28K +4 +0%
MCB
696
Morton Community Bank
Illinois
$5.61M +$7.34K +23 +0.1%
EWM
697
Empirical Wealth Management
Washington
$5.56M +$650K +2,037 +13%
RCA
698
Resonant Capital Advisors
Wisconsin
$5.56M +$197K +619 +4%
CPC
699
CFC Planning Company
Indiana
$5.52M +$670K +2,099 +14%
GL
700
GHE LLC
Tennessee
$5.51M +$40.5K +127 +0.7%
26 27
28
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