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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 %
DA
1251
Doliver Advisors
Texas
$1.46M +$84.5K +265 +6%
MAM
1252
Morse Asset Management
Connecticut
$1.46M +$146K +458 +11%
MFG
1253
Magnus Financial Group
New York
$1.45M -$32.5K -102 -2%
HDA
1254
Harold Davidson & Associates
California
$1.45M -$952K -2,984 -40%
FPAS
1255
Focus Partners Advisor Solutions
Missouri
$1.45M -$1.28M -4,034 -47%
IW
1256
IronOak Wealth
Texas
$1.45M +$1.45M +4,538 New
PIM
1257
Profit Investment Management
Maryland
$1.44M -$32.5K -102 -2%
Koshinski Asset Management
1258
Koshinski Asset Management
Illinois
$1.44M +$22.3K +70 +2%
LRPA
1259
L. Roy Papp & Associates
Arizona
$1.44M – – –
WAP
1260
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$20.7K +65 +1%
SC
1261
Stance Capital
Massachusetts
$1.43M +$1.43M +4,479 New
ANBT
1262
American National Bank & Trust
Texas
$1.43M -$9.57K -30 -0.7%
PWM
1263
Proathlete Wealth Management
Florida
$1.43M +$9.92K +31 +0.7%
TF
1264
Tompkins Financial
New York
$1.42M +$471K +1,478 +50%
SRC
1265
Sage Rhino Capital
California
$1.42M +$3.19K +10 +0.2%
SAIG
1266
Semper Augustus Investments Group
Colorado
$1.41M – – –
MYIA
1267
Mount Yale Investment Advisors
Colorado
$1.41M +$86.1K +270 +6%
OW
1268
Olistico Wealth
Oklahoma
$1.41M +$162K +508 +13%
CAC
1269
Core Alternative Capital
Georgia
$1.41M +$1.31M +4,095 +1,272%
AL
1270
Aspiriant LLC
California
$1.41M -$69.9K -219 -5%
SPC
1271
Spirepoint Private Client
Florida
$1.41M +$1.41M +4,408 New
LFG
1272
Larson Financial Group
Missouri
$1.41M +$55.2K +173 +4%
SA
1273
Strategic Advisors
New York
$1.41M -$318K -996 -18%
RMC
1274
Resources Management Corp
Connecticut
$1.4M -$1.6K -5 -0.1%
HH
1275
Hilltop Holdings
Texas
$1.4M -$1.61M -5,042 -53%
49 50
51
52 53