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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 %
SC
901
Sawyer & Company
Massachusetts
$3.22M -$71.8K -225 -2%
XWM
902
Xcel Wealth Management
Florida
$3.21M +$95.7K +300 +3%
SS
903
SBI Securities
Japan
$3.21M -$98.2K -308 -3%
Empower Advisory Group
904
Empower Advisory Group
Colorado
$3.2M -$32.9K -103 -1%
IVP
905
Intrinsic Value Partners
Arizona
$3.19M -$10.2K -32 -0.3%
CCP
906
Cunning Capital Partners
North Carolina
$3.19M – – –
VST
907
Van Strum & Towne
California
$3.19M – – –
GIO
908
Galilei Investment Office
United Kingdom
$3.18M – – –
PCS
909
Personal CFO Solutions
New Jersey
$3.18M -$348K -1,092 -10%
UHC
910
Union Heritage Capital
Michigan
$3.18M – – –
GI
911
GAMMA Investing
California
$3.16M +$596K +1,868 +23%
ACA
912
Aptus Capital Advisors
Alabama
$3.15M -$196K -614 -6%
PFSC
913
Peoples Financial Services Corp
Pennsylvania
$3.15M -$336K -1,052 -10%
DAM
914
Doheny Asset Management
California
$3.15M – – –
WWM
915
Wolff Wiese Magana
California
$3.14M -$66.4K -208 -2%
KC
916
Knuff & Co
California
$3.14M – – –
BPWM
917
BCS Private Wealth Management
New Jersey
$3.13M +$3.13M +9,821 New
EW
918
Evoke Wealth
California
$3.13M +$82.9K +260 +3%
NL
919
NVWM LLC
Pennsylvania
$3.13M -$1.74M -5,454 -36%
IPW
920
Inlet Private Wealth
Florida
$3.12M – – –
IFWM
921
Institute for Wealth Management
Colorado
$3.12M +$60.3K +189 +2%
ECM
922
Evergreen Capital Management
Washington
$3.11M +$77.8K +244 +3%
MPWT
923
MassMutual Private Wealth & Trust
Connecticut
$3.11M +$130K +406 +4%
NAM
924
NTV Asset Management
West Virginia
$3.09M – – –
IA
925
IFP Advisors
Florida
$3.08M -$555K -1,640 -15%
35 36
37
38 39