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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 %
HIS
801
Horizon Investment Services
Indiana
$4.15M -$661K -2,073 -14%
PA
802
Parallel Advisors
California
$4.13M +$49.8K +156 +1%
IAS
803
Investment Advisory Services
Texas
$4.11M +$417K +1,308 +11%
SWA
804
Strata Wealth Advisors
Texas
$4.1M -$3.83K -12 -0.1%
AWM
805
Avior Wealth Management
Nebraska
$4.09M -$316K -990 -7%
BBA
806
BLB&B Advisors
Pennsylvania
$4.09M -$20.7K -65 -0.5%
TIAAOA
807
Teachers Insurance & Annuity Association of America
New York
$4.09M -$92.2K -289 -2%
CA
808
CoreCap Advisors
Michigan
$4.08M -$29.7K -93 -0.7%
ILI
809
Invesco LLC (Illinois)
Illinois
$4.07M +$220K +691 +6%
LAM
810
L2 Asset Management
Massachusetts
$4.05M -$1.69M -5,306 -29%
WB
811
WesBanco Bank
West Virginia
$4.01M +$2.43M +7,605 +154%
MPPLM
812
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$113K +354 +3%
CPBTD
813
Central Pacific Bank - Trust Division
Hawaii
$4M -$505K -1,582 -11%
GWMIA
814
Global Wealth Management Investment Advisory
Florida
$3.99M -$39.6K -124 -1%
IAM
815
Infusive Asset Management
New York
$3.98M -$86.1K -270 -2%
IAN
816
Integrated Advisors Network
Texas
$3.98M +$3.42M +10,723 +611%
JCM
817
Jacobi Capital Management
Pennsylvania
$3.96M -$30.9K -97 -0.8%
RA
818
RFG Advisory
Alabama
$3.96M +$238K +746 +6%
CC
819
Constitution Capital
Connecticut
$3.95M -$300K -940 -7%
SPG
820
Strategic Planning Group
Utah
$3.94M +$198K +622 +5%
CCG
821
Ceeto Capital Group
Florida
$3.94M -$27.1K -85 -0.7%
MSA
822
MUFG Securities Americas
New York
$3.91M +$779K +2,442 +25%
VAS
823
Vestmark Advisory Solutions
Massachusetts
$3.91M +$3.52M +11,023 +898%
ZF
824
Zhang Financial
Michigan
$3.9M +$75K +235 +2%
KFS
825
Kurt F. Somerville
$3.9M +$2.85M +8,945 +272%
31 32
33
34 35