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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 %
VIA
1176
Virtus Investment Advisers
Connecticut
$1.67M +$240K +752 +17%
AIP
1177
Ameritas Investment Partners
Nebraska
$1.67M -$20.4K -64 -1%
BWA
1178
Blodgett Wealth Advisors
California
$1.66M -$140K -440 -8%
LNB
1179
Ledyard National Bank
$1.66M -$31.3K -98 -2%
RAM
1180
Ramirez Asset Management
New York
$1.66M – – –
AWM
1181
Axxcess Wealth Management
California
$1.66M +$490K +1,536 +42%
VRM
1182
Vectors Research Management
New York
$1.66M – – –
GPWM
1183
Grant Private Wealth Management
California
$1.65M +$1.65M +5,183 New
WT
1184
Washington Trust
Rhode Island
$1.65M +$151K +474 +10%
RT
1185
Rockland Trust
Massachusetts
$1.65M -$152K -475 -8%
FFN
1186
Focus Financial Network
Minnesota
$1.64M -$5.74K -18 -0.3%
DS
1187
DRW Securities
Illinois
$1.64M +$1.64M +5,142 New
WCM
1188
Weik Capital Management
Pennsylvania
$1.64M – – –
SWM
1189
Sterling Wealth Management
Illinois
$1.64M +$1.64M +5,136 New
MIA
1190
MeadowBrook Investment Advisors
Michigan
$1.63M -$15.9K -50 -1%
PC
1191
Pecaut & Co
Iowa
$1.63M – – –
SAM
1192
S.A. Mason
Michigan
$1.63M -$30K -94 -2%
FP
1193
Factorial Partners
New York
$1.63M – – –
GG
1194
Greenwood Gearhart
Arkansas
$1.62M -$174K -545 -10%
WA
1195
WealthTrust Axiom
Pennsylvania
$1.62M +$1.6K +5 +0.1%
ST
1196
Spinnaker Trust
Maine
$1.62M -$60.6K -190 -4%
BI
1197
Bradyco Inc
Massachusetts
$1.62M – – –
FIBT
1198
First International Bank & Trust
North Dakota
$1.62M +$29.3K +92 +2%
MCM
1199
Manchester Capital Management
Vermont
$1.62M -$209K -655 -11%
PA
1200
PFG Advisors
Arizona
$1.61M +$10.8K +34 +0.7%
46 47
48
49 50