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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 %
LGA
1101
Lebenthal Global Advisors
New York
$2.03M +$310K +971 +18%
PGWM
1102
Parisi Gray Wealth Management
New Jersey
$2.03M +$957 +3 +0%
PA
1103
Procyon Advisors
Connecticut
$2.03M -$852K -2,672 -30%
CRC
1104
Curi RMB Capital
Illinois
$2.02M +$1.25M +3,918 +163%
CIC
1105
Carnegie Investment Counsel
Ohio
$2.01M +$319K +1,000 +19%
CPIG
1106
Chicago Partners Investment Group
Illinois
$2M +$450K +1,459 +29%
RCM
1107
RMR Capital Management
California
$2M -$414K -1,298 -17%
MIA
1108
MainStreet Investment Advisors
Illinois
$1.99M +$47.5K +149 +2%
GBT
1109
Grove Bank & Trust
Florida
$1.99M +$29K +91 +1%
ABC
1110
Associated Banc-Corp
Wisconsin
$1.99M -$221K -694 -10%
CP
1111
Canopy Partners
Ohio
$1.98M +$168K +526 +9%
SFS
1112
Solitude Financial Services
Virginia
$1.98M +$341K +1,070 +21%
OWP
1113
Obermeyer Wealth Partners
Colorado
$1.97M +$25.8K +81 +1%
DI
1114
Diligent Investors
California
$1.97M +$16.3K +51 +0.8%
AWC
1115
Abundance Wealth Counselors
Pennsylvania
$1.97M -$17.2K -54 -0.9%
LIM
1116
Leavell Investment Management
Alabama
$1.95M +$81.3K +255 +4%
SWM
1117
Spire Wealth Management
Virginia
$1.95M -$543K -1,703 -22%
CWS
1118
Cypress Wealth Services
California
$1.95M +$194K +607 +11%
NS
1119
NBC Securities
Alabama
$1.95M -$290K -911 -13%
3IP
1120
3Chopt Investment Partners
Virginia
$1.94M -$130K -407 -6%
WC
1121
Weil Company
California
$1.93M +$1.28K +4 +0.1%
CIA
1122
Citadel Investment Advisory
Ohio
$1.92M -$216K -677 -10%
FCG
1123
Fielder Capital Group
Tennessee
$1.91M -$4.79K -15 -0.2%
MPWS
1124
McCarter Private Wealth Services
Massachusetts
$1.91M -$9.25K -29 -0.5%
SW
1125
SVB Wealth
Massachusetts
$1.91M -$1.91M -5,988 -50%
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