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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 %
PWP
876
Private Wealth Partners
California
$3.38M – – –
ACIM
877
Azimuth Capital Investment Management
Michigan
$3.38M -$113K -353 -3%
PDM
878
Penn Davis McFarland
Texas
$3.37M – – –
SPC
879
Sigma Planning Corp
Michigan
$3.35M -$105K -329 -3%
QI
880
QV Investors
Alberta, Canada
$3.35M +$22.3K +70 +0.7%
AC
881
Asio Capital
Kentucky
$3.34M +$3.34M +10,461 New
OAM
882
Oppenheimer Asset Management
New York
$3.34M -$985K -3,089 -23%
COI
883
Connable Office Inc
Michigan
$3.33M +$11.5K +36 +0.3%
NAG
884
Northstar Advisory Group
New Jersey
$3.32M +$508K +1,593 +18%
PFA
885
Peak Financial Advisors
Colorado
$3.31M -$76.6K -240 -2%
CPCPP
886
Canada Post Corporation Pension Plan
Canada
$3.31M +$3.31M +10,381 New
HSA
887
HBK Sorce Advisory
Pennsylvania
$3.31M +$77.8K +244 +2%
IWM
888
IHT Wealth Management
Illinois
$3.31M +$345K +1,081 +12%
MWM
889
Mission Wealth Management
California
$3.29M +$44.3K +139 +1%
PFBT
890
Parkside Financial Bank & Trust
Missouri
$3.28M +$183K +574 +6%
JFG
891
Jefferies Financial Group
New York
$3.27M +$702K +2,202 +27%
CPSC
892
Carl P. Sherr & Co
Massachusetts
$3.27M -$31.9K -100 -1%
LT
893
Lindsell Train
United Kingdom
$3.25M -$447K -1,400 -12%
ISL
894
Ingalls & Snyder LLC
New York
$3.25M +$506K +1,586 +18%
FWCM
895
Ferguson Wellman Capital Management
Oregon
$3.25M +$1.17M +3,663 +56%
AWM
896
Arista Wealth Management
Nevada
$3.25M +$2.52M +7,899 +345%
WB
897
Webster Bank
Connecticut
$3.24M -$589K -1,846 -15%
MGIA
898
Moneta Group Investment Advisors
Missouri
$3.24M +$61.9K +194 +2%
SCM
899
Sterling Capital Management
North Carolina
$3.23M +$291K +911 +10%
SCM
900
SOL Capital Management
Maryland
$3.23M -$31.9K -100 -1%
34 35
36
37 38