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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 %
YIA
1126
YHB Investment Advisors
Connecticut
$1.91M +$3.51K +11 +0.2%
BB
1127
Busey Bank
Illinois
$1.9M -$60.3K -189 -3%
RA
1128
Ransom Advisory
Rhode Island
$1.9M – – –
BCB
1129
Brian C. Broderick
$1.87M +$1.09M +3,411 +139%
WTA
1130
Washington Trust Advisors
Massachusetts
$1.87M -$31.9K -100 -2%
HWP
1131
Highline Wealth Partners
California
$1.86M -$4.47K -14 -0.2%
HI
1132
Harbour Investments
Wisconsin
$1.85M +$79.1K +248 +4%
TPW
1133
Transatlantique Private Wealth
New York
$1.85M +$39.9K +125 +2%
DWM
1134
Dynasty Wealth Management
Florida
$1.84M -$379K -1,189 -17%
MFG
1135
Monte Financial Group
Connecticut
$1.83M +$19.1K +60 +1%
IA
1136
Insight Advisors
Pennsylvania
$1.81M -$62.5K -196 -3%
CWM
1137
Chesapeake Wealth Management
Virginia
$1.81M -$114K -356 -6%
CI
1138
Conning Inc
Connecticut
$1.81M -$27.4K -86 -1%
FCBT
1139
First Citizens Bank & Trust
North Carolina
$1.81M -$112K -350 -6%
CAL
1140
Capital Analysts LLC
Pennsylvania
$1.81M +$7.65K +24 +0.4%
ICP
1141
Interchange Capital Partners
Pennsylvania
$1.8M +$35.4K +111 +2%
SP
1142
Stonebrook Private
Michigan
$1.8M +$22.3K +70 +1%
CB
1143
Community Bank
New York
$1.8M -$31.6K -99 -2%
SC
1144
Sapient Capital
Indiana
$1.8M +$136K +427 +8%
SFO
1145
Stokes Family Office
Louisiana
$1.79M +$96K +301 +6%
HWM
1146
Hohimer Wealth Management
Washington
$1.78M -$8.29K -26 -0.5%
LCG
1147
Lakeshore Capital Group
Illinois
$1.78M -$139K -437 -7%
GAM
1148
Groupama Asset Management
France
$1.77M -$524K -1,652 -23%
KCM
1149
KRS Capital Management
Michigan
$1.77M +$638 +2 +0%
LWL
1150
Leo Wealth LLC
Texas
$1.77M +$316K +992 +22%
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