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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 %
PPWM
1151
Paragon Private Wealth Management
Kentucky
$1.77M +$85.5K +268 +5%
NWM
1152
Northcape Wealth Management
New York
$1.76M – – –
IA
1153
Icon Advisers
Colorado
$1.75M – – –
PPWP
1154
Premier Path Wealth Partners
New Jersey
$1.75M +$263K +824 +18%
AIC
1155
Argus Investors Counsel
New York
$1.75M -$42.4K -133 -2%
CA
1156
Crewe Advisors
Utah
$1.74M +$2.23K +7 +0.1%
ACM
1157
Advisors Capital Management
New Jersey
$1.74M +$276K +865 +19%
CI
1158
Cigna Investments
Connecticut
$1.74M -$45.3K -142 -3%
ABWM
1159
Alpine Bank Wealth Management
Colorado
$1.74M – – –
CAM
1160
Cozad Asset Management
Illinois
$1.73M +$142K +444 +9%
NIA
1161
NBZ Investment Advisors
Tennessee
$1.73M -$746K -2,339 -30%
WA
1162
Wealth Alliance
New York
$1.73M +$175K +548 +11%
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M -$8.61K -27 -0.5%
CFGA
1164
Cambridge Financial Group (Arizona)
Arizona
$1.72M -$37K -116 -2%
GWMR
1165
GC Wealth Management RIA
Massachusetts
$1.71M +$1.71M +5,370 New
NG
1166
Norden Group
Utah
$1.71M +$57.1K +179 +3%
SCM
1167
Sirios Capital Management
Massachusetts
$1.71M -$15.9K -50 -0.9%
BOH
1168
Bank of Hawaii
Hawaii
$1.71M -$34.8K -109 -2%
MWM
1169
Modern Wealth Management
Kansas
$1.7M +$134K +420 +9%
BMCM
1170
Bryn Mawr Capital Management
Pennsylvania
$1.7M -$261K -818 -13%
LKIM
1171
Lawson Kroeker Investment Management
Nebraska
$1.7M – – –
WAC
1172
William Allan Corp
Colorado
$1.7M – – –
ACM
1173
AlphaStar Capital Management
North Carolina
$1.7M +$1.7M +5,328 New
SWA
1174
Stratos Wealth Advisors
Ohio
$1.69M +$41.8K +131 +3%
AR
1175
Advisory Research
Illinois
$1.69M -$28.1K -88 -2%
45 46
47
48 49