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American Express
AXP

Overview Fund Activity

2,672 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, 950 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,672
Holders Change
+86
Holders Change %
+3.33%
% of All Funds
35.81%
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
950
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 %
S
751
SignatureFD
Georgia
$4.85M +$213K +669 +5%
KRSITF
752
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.81M -$333K -1,045 -6%
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$4.81M -$2.23K -7 -0%
CBA
754
Coastal Bridge Advisors
Connecticut
$4.8M +$4.8M +15,062 New
EFMC
755
Empire Financial Management Company
New York
$4.79M -$3.51K -11 -0.1%
GIM
756
Generate Investment Management
New Zealand
$4.78M +$4.78M +15,000 New
MAS
757
Meeder Advisory Services
Ohio
$4.77M +$378K +1,185 +9%
SC
758
SouthState Corp
Florida
$4.77M +$175K +550 +4%
EF
759
Empowered Funds
Pennsylvania
$4.75M +$873K +2,737 +23%
O
760
Ossiam
France
$4.74M +$1.43M +4,492 +43%
CAM
761
Covenant Asset Management
New Jersey
$4.72M +$3.9M +12,233 +475%
WC
762
Wynn Capital
Georgia
$4.71M -$17.5K -55 -0.4%
BFA
763
Benedict Financial Advisors
Georgia
$4.71M +$40.2K +126 +0.9%
FRA
764
Frank Rimerman Advisors
California
$4.7M +$757K +2,373 +19%
AIA
765
AssuredPartners Investment Advisors
Florida
$4.69M -$45.6K -143 -1%
BBWA
766
Bell & Brown Wealth Advisors
California
$4.68M -$6.38K -20 -0.1%
BPC
767
Banque Pictet & Cie
Switzerland
$4.67M -$566K -1,774 -11%
ACP
768
Aviance Capital Partners
Florida
$4.64M +$2.55K +8 +0.1%
MC
769
Mathes Company
New York
$4.63M -$169K -530 -4%
TS
770
Triglav Skladi
Slovenia
$4.63M -$1.44M -4,500 -24%
TRCT
771
Tower Research Capital (TRC)
New York
$4.61M -$908K -2,848 -16%
HTC
772
Haverford Trust Company
Pennsylvania
$4.61M -$692K -2,170 -13%
TFA
773
Teamwork Financial Advisors
Texas
$4.6M +$156K +489 +4%
VIM
774
Vinva Investment Management
Australia
$4.59M +$1.09M +3,422 +31%
AWM
775
AE Wealth Management
Kansas
$4.55M +$458K +1,435 +11%
29 30
31
32 33