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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 %
MWM
1276
Meridian Wealth Management
Kentucky
$1.4M +$113K +353 +9%
AWA
1277
Aaron Wealth Advisors
Illinois
$1.4M +$22.6K +71 +2%
SA
1278
Strategic Advocates
Utah
$1.39M +$428K +1,342 +44%
EFS
1279
Essex Financial Services
Connecticut
$1.39M +$104K +325 +8%
SIC
1280
Salem Investment Counselors
North Carolina
$1.39M – – –
MAA
1281
Mraz Amerine & Associates
California
$1.39M -$7.02K -22 -0.5%
FC
1282
Forte Capital
New York
$1.39M +$124K +388 +10%
BFC
1283
Bedel Financial Consulting
Indiana
$1.38M +$1.28K +4 +0.1%
V
1284
VeraBank
Texas
$1.37M +$483K +1,513 +54%
SC
1285
Schulhoff & Co
Ohio
$1.37M – – –
AIM
1286
Alhambra Investment Management
Florida
$1.36M +$135K +424 +11%
EIM
1287
Ervin Investment Management
Washington
$1.36M – – –
AB
1288
Atlas Brown
Kentucky
$1.36M -$3.19K -10 -0.2%
EFG
1289
Everhart Financial Group
Ohio
$1.36M +$85.2K +267 +7%
SAI
1290
Savvy Advisors Inc
New York
$1.35M +$315K +989 +30%
SBFM
1291
S-Bank Fund Management
Finland
$1.35M +$1.35M +4,238 New
IA
1292
IFG Advisors
Missouri
$1.35M +$957 +3 +0.1%
JWCA
1293
J.W. Coons Advisors
Ohio
$1.35M -$55.8K -175 -4%
LWM
1294
Lyell Wealth Management
California
$1.34M – – –
CGL
1295
Clarius Group LLC
Washington
$1.34M -$286K -897 -18%
I
1296
InvesTrust
Oklahoma
$1.34M – – –
CBUSF
1297
Construction & Building Unions Superannuation Fund
Australia
$1.34M +$1.34M +4,200 New
JPWM
1298
Jamison Private Wealth Management
Georgia
$1.34M +$11.8K +37 +0.9%
RWM
1299
Riverbend Wealth Management
South Carolina
$1.33M +$47.5K +149 +4%
WBC
1300
Westpac Banking Corp
Australia
$1.33M -$233K -730 -15%
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