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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 %
TH
776
TCTC Holdings
Texas
$4.52M -$17.5K -55 -0.4%
Jennison Associates
777
Jennison Associates
New York
$4.51M +$1.4M +4,401 +45%
TPCW
778
TD Private Client Wealth
New York
$4.49M +$85.5K +268 +2%
GIM
779
Goelzer Investment Management
Indiana
$4.47M -$45.3K -142 -1%
HIC
780
Hartline Investment Corp
Illinois
$4.47M -$398K -1,247 -8%
CW
781
CreativeOne Wealth
Kansas
$4.46M +$338K +1,061 +8%
JAG
782
Journey Advisory Group
Kentucky
$4.46M +$122K +384 +3%
MK
783
MASTERINVEST Kapitalanlage
$4.46M +$4.46M +13,979 New
BFA
784
Brendel Financial Advisors
New Hampshire
$4.45M -$19.5K -61 -0.4%
CC
785
Chicago Capital
Illinois
$4.43M +$81.3K +255 +2%
GIA
786
Gladstone Institutional Advisory
Florida
$4.42M +$963K +3,020 +28%
AWA
787
Arkadios Wealth Advisors
Georgia
$4.39M +$737K +2,310 +20%
FTWA
788
Fifth Third Wealth Advisors
Ohio
$4.37M +$373K +1,170 +9%
BCM
789
Birmingham Capital Management
Alabama
$4.37M -$531K -1,665 -11%
GRQ
790
Gardner Russo & Quinn
Pennsylvania
$4.35M -$7.66K -24 -0.2%
EWM
791
Evercore Wealth Management
New York
$4.34M -$75K -235 -2%
CWM
792
Compass Wealth Management
Connecticut
$4.33M -$319 -1 -0%
FA
793
Fiduciary Alliance
South Carolina
$4.31M +$44K +138 +1%
BCM
794
Banyan Capital Management
Georgia
$4.28M -$5.33M -16,714 -55%
GD
795
Grandfield & Dodd
New York
$4.23M -$29.7K -93 -0.7%
SSWM
796
Smith Salley Wealth Management
North Carolina
$4.2M -$57.1K -179 -1%
SVWAG
797
Sound View Wealth Advisors Group
Georgia
$4.2M +$613K +1,923 +17%
BCM
798
Buckhead Capital Management
Georgia
$4.2M +$12.8K +40 +0.3%
BFO
799
Boston Family Office
Massachusetts
$4.19M -$22.3K -70 -0.5%
GSB
800
Greenfield Savings Bank
Massachusetts
$4.18M +$11.2K +35 +0.3%
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