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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 %
GSC
851
G&S Capital
Colorado
$3.63M +$77.5K +243 +2%
MNBTD
852
Moody National Bank Trust Division
Texas
$3.63M +$192K +602 +6%
VI
853
Vestcor Inc
New Brunswick, Canada
$3.63M +$256K +804 +8%
DRS
854
Deane Retirement Strategies
Louisiana
$3.61M +$27.7K +87 +0.8%
CIG
855
Cullen Investment Group
Louisiana
$3.6M -$98.9K -310 -3%
WANY
856
Wealthspire Advisors (New York)
New York
$3.59M +$6.7K +21 +0.2%
GWCM
857
Godshalk Welsh Capital Management
Pennsylvania
$3.59M -$71.8K -225 -2%
HG
858
Herbst Group
Connecticut
$3.59M +$16.3K +51 +0.5%
RBWA
859
RFG - Bristol Wealth Advisors
Massachusetts
$3.58M -$43.4K -136 -1%
FIM
860
Fruth Investment Management
Texas
$3.58M -$6.38K -20 -0.2%
DWM
861
Diversify Wealth Management
Utah
$3.57M +$131K +433 +4%
ETC
862
Exchange Traded Concepts
Oklahoma
$3.57M -$13.1M -41,074 -79%
GLR
863
Great Lakes Retirement
Ohio
$3.57M +$151K +472 +4%
KIA
864
KCM Investment Advisors
California
$3.57M -$13.4K -42 -0.4%
AIM
865
AHL Investment Management
Florida
$3.55M -$119K -374 -3%
VWM
866
Venturi Wealth Management
Texas
$3.51M +$58.7K +184 +2%
GFA
867
Gifford Fong Associates
California
$3.51M – – –
GRP
868
Global Retirement Partners
California
$3.5M +$3.5M +10,973 New
TBT
869
Texas Bank & Trust
Texas
$3.5M +$19.5K +61 +0.6%
FFA
870
Farther Finance Advisors
California
$3.48M +$435K +1,363 +14%
SJIM
871
St. Johns Investment Management
Florida
$3.44M +$98.9K +310 +3%
ST
872
Smithfield Trust
Pennsylvania
$3.44M -$1.28K -4 -0%
SIG
873
Sargent Investment Group
Maryland
$3.41M -$402K -1,360 -11%
Holocene Advisors
874
Holocene Advisors
New York
$3.41M -$3.64M -11,427 -52%
MMPW
875
Mitchell McLeod Pugh & Williams
Alabama
$3.39M +$295K +925 +10%
33 34
35
36 37