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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 %
WIC
1001
Woodmont Investment Counsel
Tennessee
$2.64M +$3.83K +12 +0.1%
SIAG
1002
Signet Investment Advisory Group
Rhode Island
$2.63M -$6.38K -20 -0.2%
GC
1003
GFG Capital
Florida
$2.62M -$121K -379 -4%
IA
1004
IFG Advisory
Georgia
$2.62M +$27.4K +86 +1%
DA
1005
Dover Advisors
Virginia
$2.6M +$47.2K +148 +2%
AP
1006
Americana Partners
Texas
$2.59M -$427K -1,340 -14%
CS
1007
Cannell & Spears
New York
$2.59M -$43.1K -135 -2%
BB
1008
Berkshire Bank
Massachusetts
$2.58M -$55.5K -174 -2%
PIM
1009
Penobscot Investment Management
Massachusetts
$2.57M -$694K -2,176 -21%
ACM
1010
Accent Capital Management
Ohio
$2.57M -$47.8K -150 -2%
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$2.54M +$73.4K +230 +3%
BA
1012
Bridgewater Advisors
New York
$2.54M +$15.4K +50 +0.6%
FFM
1013
Forum Financial Management
Illinois
$2.53M +$413K +1,296 +19%
WIC
1014
Wilkins Investment Counsel
Massachusetts
$2.53M -$191K -600 -7%
HNB
1015
Hilltop National Bank
Wyoming
$2.51M +$2.51M +7,884 New
RIL
1016
Rothschild Investment LLC
Illinois
$2.5M -$17.2K -54 -0.7%
RDWM
1017
Red Door Wealth Management
Tennessee
$2.5M +$695K +2,178 +39%
CNBTD
1018
Citizens National Bank Trust Department
Mississippi
$2.5M +$5.74K +18 +0.2%
LFRG
1019
Lazard Frères Gestion
France
$2.49M -$172K -540 -6%
MCM
1020
Mengis Capital Management
Oregon
$2.48M -$408K -1,280 -14%
FIM
1021
Freedom Investment Management
Connecticut
$2.48M -$213K -669 -8%
AFCM
1022
Applied Finance Capital Management
Puerto Rico
$2.48M +$2.48M +7,779 New
MJP
1023
Michael J. Puzo
$2.48M +$1.55M +4,866 +168%
OPCM
1024
Osborne Partners Capital Management
California
$2.48M -$13.7K -43 -0.6%
CIS
1025
Capital International Sarl
California
$2.48M +$489K +1,533 +25%
39 40
41
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