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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 %
HIC
1026
Holderness Investments Company
North Carolina
$2.47M +$7.02K +22 +0.3%
BHPW
1027
Beverly Hills Private Wealth
California
$2.47M +$79.4K +249 +3%
BTI
1028
Blue Trust Inc
Georgia
$2.47M +$128K +402 +5%
SAM
1029
Sawgrass Asset Management
Florida
$2.45M -$220K -691 -8%
MCM
1030
Marsico Capital Management
Colorado
$2.44M -$5.16M -16,165 -68%
RCIM
1031
Red Cedar Investment Management
Michigan
$2.43M – – –
NPT
1032
Nixon Peabody Trust
Massachusetts
$2.43M +$90.3K +283 +4%
WFC
1033
Western Financial Corp
California
$2.42M +$28.7K +90 +1%
OFS
1034
Oldfather Financial Services
Nebraska
$2.4M -$1.28K -4 -0.1%
VC
1035
Veracity Capital
Georgia
$2.38M +$12.1K +38 +0.5%
LFAS
1036
Level Four Advisory Services
Texas
$2.38M +$143K +447 +6%
TFCM
1037
Taylor Frigon Capital Management
Arizona
$2.37M -$91.9K -288 -4%
WKWM
1038
Walter & Keenan Wealth Management
Indiana
$2.37M -$388K -1,217 -14%
CSC
1039
Caldwell Sutter Capital
California
$2.34M -$22.6K -71 -1%
CAG
1040
Crestwood Advisors Group
Massachusetts
$2.34M +$148K +463 +7%
BWP
1041
Balboa Wealth Partners
Arizona
$2.34M +$258K +810 +12%
BA
1042
Birinyi Associates
Connecticut
$2.33M – – –
WIA
1043
World Investment Advisors
California
$2.31M +$204K +638 +10%
BCM
1044
Boltwood Capital Management
California
$2.31M -$17.5K -55 -0.8%
MA
1045
Mutual Advisors
Nebraska
$2.31M +$251K +804 +12%
CA
1046
Cannon Advisors
North Carolina
$2.3M +$2.3M +7,217 New
CWS
1047
Confluence Wealth Services
Pennsylvania
$2.3M – – –
LCM
1048
Landscape Capital Management
New Jersey
$2.3M +$2.3M +7,212 New
JWM
1049
Jackson Wealth Management
Florida
$2.29M -$85.8K -269 -4%
IP
1050
Intellectus Partners
California
$2.29M +$319 +1 +0%
40 41
42
43 44