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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 %
RSWM
976
Robertson Stephens Wealth Management
California
$2.8M +$118K +370 +4%
FB
977
Fulton Bank
Pennsylvania
$2.79M +$218K +682 +8%
FHA
978
First Horizon Advisors
Tennessee
$2.79M -$974K -3,054 -26%
BRWA
979
B. Riley Wealth Advisors
Florida
$2.78M +$2.78M +8,706 New
AWA
980
Arete Wealth Advisors
Illinois
$2.78M -$1.48M -4,665 -35%
BFA
981
Beaumont Financial Advisors
Massachusetts
$2.75M -$319 -1 -0%
FHA
982
Flagship Harbor Advisors
Massachusetts
$2.74M +$654K +2,051 +31%
TCM
983
Twin Capital Management
Pennsylvania
$2.73M +$2.73M +8,551 New
IAMOG
984
Investors Asset Management of Georgia
Georgia
$2.72M +$112K +350 +4%
FFO
985
Fiduciary Family Office
Florida
$2.72M -$44.3K -139 -2%
TAM
986
Tealwood Asset Management
Minnesota
$2.72M -$4.79K -15 -0.2%
BAM
987
Berkshire Asset Management
Pennsylvania
$2.71M -$16.6K -52 -0.6%
KIM
988
Kestra Investment Management
Texas
$2.71M +$1.31M +4,479 +94%
PCG
989
Prosperity Consulting Group
Maryland
$2.71M +$30K +94 +1%
IWA
990
Icon Wealth Advisors
Texas
$2.71M -$600K -1,881 -18%
WWM
991
Western Wealth Management
Colorado
$2.7M +$129K +405 +5%
HCMG
992
Howard Capital Management Group
California
$2.69M – – –
HR
993
Hardy Reed
Mississippi
$2.69M -$3.19K -10 -0.1%
SWA
994
SOA Wealth Advisors
New York
$2.68M +$60.6K +190 +2%
RWB
995
RMR Wealth Builders
New Jersey
$2.68M +$121K +379 +5%
MHIC
996
Marble Harbor Investment Counsel
Massachusetts
$2.67M -$348K -1,090 -12%
NEAM
997
New England Asset Management
Connecticut
$2.66M – – –
KW
998
KWB Wealth
California
$2.66M -$42.5K -158 -2%
NI
999
Natural Investments
California
$2.65M +$50.7K +159 +2%
BOS
1000
Bank of Stockton
California
$2.64M -$6.06K -19 -0.2%
38 39
40
41 42