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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 %
BIA
951
Beacon Investment Advisors
Maryland
$2.96M +$317 +1 +0%
PI
952
Pettee Investors
Connecticut
$2.94M -$19.1K -60 -0.6%
ACL
953
Applied Capital LLC
Florida
$2.93M +$2.87K +9 +0.1%
MYLI
954
Meiji Yasuda Life Insurance
Japan
$2.92M -$8.61K -27 -0.3%
TC
955
TAGStone Capital
North Carolina
$2.9M +$15.8K +53 +0.5%
IA
956
IFC Advisors
California
$2.9M +$14K +44 +0.5%
TBNY
957
Trustco Bank (New York)
New York
$2.89M +$95.7K +300 +3%
RCM
958
RB Capital Management
Nevada
$2.89M +$451K +1,414 +19%
USCWA
959
U.S. Capital Wealth Advisors
Texas
$2.87M +$66.3K +208 +2%
BIA
960
Bigelow Investment Advisors
Maine
$2.87M -$7.66K -24 -0.3%
PFM
961
Patton Fund Management
Texas
$2.86M -$2.16M -6,760 -43%
AIM
962
Anchor Investment Management
South Carolina
$2.86M -$56.5K -177 -2%
VWM
963
Vivid Wealth Management
Iowa
$2.86M -$81.3K -255 -3%
ATPW
964
Ashton Thomas Private Wealth
Arizona
$2.85M -$412K -1,292 -13%
BONH
965
Bank of New Hampshire
New Hampshire
$2.85M +$63.8K +200 +2%
BCM
966
Bridgeway Capital Management
Texas
$2.84M -$63.8K -200 -2%
PH
967
Pinnacle Holdings
Oklahoma
$2.84M +$242K +758 +9%
PWM
968
Pinnacle Wealth Management
California
$2.84M +$2.44M +7,635 +608%
FNBT
969
FineMark National Bank & Trust
Florida
$2.82M +$161K +504 +6%
MWM
970
Mindset Wealth Management
Indiana
$2.82M +$36K +113 +1%
EAM
971
EFG Asset Management
Oregon
$2.82M +$68.6K +215 +2%
PWP
972
Principle Wealth Partners
Connecticut
$2.82M -$60.6K -190 -2%
Verition Fund Management
973
Verition Fund Management
Connecticut
$2.81M -$421K -1,320 -13%
SWMG
974
Signature Wealth Management Group
Georgia
$2.81M -$34.1K -107 -1%
NFA
975
Northern Financial Advisors
Michigan
$2.8M -$28.4K -89 -1%
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