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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 %
DWP
1076
Daymark Wealth Partners
Ohio
$2.13M +$82.9K +260 +4%
P
1077
Pitcairn
Pennsylvania
$2.13M -$306K -958 -13%
CFFP
1078
Center for Financial Planning
Michigan
$2.13M – – –
AFG
1079
Atomi Financial Group
New York
$2.12M +$474K +1,486 +29%
ML
1080
McAdam LLC
Pennsylvania
$2.12M +$31.6K +99 +2%
IC
1081
Inkwell Capital
Florida
$2.11M -$79.7K -250 -4%
PI
1082
PFG Investments
New York
$2.09M +$42.7K +134 +2%
BP
1083
BNP Paribas
France
$2.09M +$1.93M +6,089 +1,218%
NWAG
1084
Net Worth Advisory Group
Utah
$2.09M +$1.39M +4,347 +198%
LDB
1085
Lee, Danner & Bass
Tennessee
$2.09M – – –
ECML
1086
Eagle Capital Management (Louisiana)
Louisiana
$2.08M -$10.8K -34 -0.5%
CB
1087
Cadence Bank
Mississippi
$2.07M -$3.51K -11 -0.2%
CAG
1088
Csenge Advisory Group
Florida
$2.06M +$22.3K +76 +1%
SP
1089
Stablepoint Partners
Massachusetts
$2.05M +$62.2K +195 +3%
PTC
1090
Private Trust Company
Ohio
$2.05M -$27.1K -85 -1%
VA
1091
VestGen Advisors
Illinois
$2.05M -$36.9K -117 -2%
AC
1092
Avestar Capital
New York
$2.05M +$59.3K +186 +3%
TAM
1093
Trust Asset Management
Texas
$2.05M – – –
MT
1094
Midwest Trust
Kansas
$2.04M +$2.04M +6,402 New
PSB
1095
Piscataqua Savings Bank
New Hampshire
$2.04M -$37.3K -117 -2%
MG
1096
Mather Group
Illinois
$2.04M +$101K +316 +5%
SAM
1097
Smartleaf Asset Management
Massachusetts
$2.04M -$311K -979 -13%
SCI
1098
S&CO Inc
Massachusetts
$2.04M – – –
AO
1099
Advisor OS
Illinois
$2.04M +$183K +575 +10%
CCA
1100
Checchi Capital Advisers
California
$2.03M +$21.7K +68 +1%
42 43
44
45 46