AXP icon

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 %
SWP
926
Strategic Wealth Partners
Ohio
$3.08M +$3.08M +9,670 New
RCAG
927
Rehmann Capital Advisory Group
Michigan
$3.08M -$570K -1,788 -16%
EHWM
928
Eads & Heald Wealth Management
Georgia
$3.08M -$204K -641 -6%
GC
929
Guardian Capital
Ontario, Canada
$3.06M +$128K +400 +4%
AA
930
Argent Advisors
Louisiana
$3.05M +$55.5K +174 +2%
HFM
931
Hartford Funds Management
Pennsylvania
$3.05M -$196K -614 -6%
MC
932
Moors & Cabot
Massachusetts
$3.05M +$75.3K +236 +3%
AG
933
Ascent Group
Virginia
$3.04M +$240K +753 +9%
RG
934
Rathbones Group
United Kingdom
$3.04M -$404K -1,266 -12%
PWM
935
Parkshore Wealth Management
California
$3.04M +$7.34K +23 +0.2%
SFO
936
Stenger Family Office
Illinois
$3.03M +$3.03M +10,001 New
DAS
937
Diversify Advisory Services
Utah
$3.03M +$1.57M +5,171 +107%
FSA
938
Financial Security Advisor
Virginia
$3.01M -$23.9K -75 -0.8%
BFA
939
Buttonwood Financial Advisors
Maryland
$3.01M -$125K -393 -4%
IC
940
IEQ Capital
California
$3.01M -$4.57M -14,333 -60%
LWM
941
Lodestone Wealth Management
Washington
$3.01M -$682K -2,137 -18%
FCM
942
Fire Capital Management
California
$3.01M -$16.9K -53 -0.6%
IAS
943
Insigneo Advisory Services
Florida
$3M -$325K -1,020 -10%
Envestnet Portfolio Solutions
944
Envestnet Portfolio Solutions
Illinois
$3M -$269K -844 -8%
SW
945
Solidarity Wealth
Utah
$2.99M -$383K -1,200 -11%
QI
946
Qtron Investments
Massachusetts
$2.98M – – –
BO
947
Bank OZK
Arkansas
$2.98M +$117K +366 +4%
ALAM
948
Asahi Life Asset Management
Japan
$2.97M -$554K -1,736 -16%
FWA
949
FOCUS Wealth Advisors
Texas
$2.97M +$2.87K +9 +0.1%
PMG
950
ProVise Management Group
Florida
$2.97M -$277K -867 -9%
36 37
38
39 40