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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 %
CT
1226
Colonial Trust
South Carolina
$1.54M +$320K +1,004 +26%
WC
1227
Woodstock Corp
Massachusetts
$1.54M -$8.61K -27 -0.6%
A
1228
Argentarii
Ohio
$1.53M +$1.91K +6 +0.1%
CFG
1229
Carr Financial Group
Massachusetts
$1.53M +$9.57K +30 +0.6%
SB
1230
Simmons Bank
Arkansas
$1.53M -$19.1K -60 -1%
MWA
1231
Muirfield Wealth Advisors
North Carolina
$1.52M +$4.47K +14 +0.3%
BAM
1232
Boyar Asset Management
New York
$1.52M – – –
SFA
1233
Souders Financial Advisors
Ohio
$1.52M -$22K -69 -1%
MDA
1234
Minot DeBlois Advisors
Massachusetts
$1.51M +$6.7K +21 +0.4%
MAM
1235
Mystic Asset Management
Rhode Island
$1.51M +$7.97K +25 +0.5%
NIG
1236
NFJ Investment Group
Texas
$1.51M +$1.51M +4,729 New
LCS
1237
Levin Capital Strategies
New York
$1.5M -$69.9K -219 -4%
GL
1238
Graypoint LLC
New York
$1.5M +$215K +675 +17%
NSIM
1239
North Star Investment Management
Illinois
$1.49M – – –
DM
1240
Delphi Management
Massachusetts
$1.49M -$157K -493 -10%
TWA
1241
TCI Wealth Advisors
Arizona
$1.49M +$13.7K +43 +0.9%
IP
1242
Ignite Planners
California
$1.49M +$14.5K +47 +1%
LCM
1243
Leisure Capital Management
California
$1.48M -$35.7K -112 -2%
BWM
1244
BigSur Wealth Management
Florida
$1.48M -$638 -2 -0%
AAP
1245
Arax Advisory Partners
Colorado
$1.48M -$186K -274 -11%
PK
1246
Pflug Koory
Nebraska
$1.48M -$2.55K -8 -0.2%
BCM
1247
Barden Capital Management
Texas
$1.47M -$3.83K -12 -0.3%
TPWM
1248
Twelve Points Wealth Management
Massachusetts
$1.47M +$4.79K +15 +0.3%
FCAS
1249
First Command Advisory Services
Texas
$1.47M +$32.5K +102 +2%
SL
1250
Sentry LLC
Tennessee
$1.46M – – –
48 49
50
51 52