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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 %
PSFG
1301
Prairie Sky Financial Group
Illinois
$1.33M – – –
ANB
1302
Amarillo National Bank
Texas
$1.33M – – –
Kayne Anderson Rudnick Investment Management
1303
Kayne Anderson Rudnick Investment Management
California
$1.32M +$157K +493 +13%
AWM
1304
Accurate Wealth Management
Florida
$1.32M +$304K +934 +30%
GM
1305
GeoWealth Management
Illinois
$1.32M -$565K -1,770 -30%
HIMS
1306
Hager Investment Management Services
New Hampshire
$1.32M +$77.8K +244 +6%
MSAM
1307
Moloney Securities Asset Management
Missouri
$1.32M -$32.2K -101 -2%
FW
1308
FullCircle Wealth
Texas
$1.32M +$8.96K +30 +0.7%
BDFN
1309
Bond & Devick Financial Network
Minnesota
$1.32M – – –
LS
1310
Livforsakringsbolaget Skandia
Sweden
$1.31M – – –
GKWIM
1311
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$270K +846 +26%
EI
1312
Ellevest Inc
New York
$1.31M +$55.5K +174 +4%
AC
1313
Apella Capital
Connecticut
$1.31M +$986K +3,055 +308%
EWM
1314
Evermay Wealth Management
Virginia
$1.31M +$35.4K +111 +3%
EIM
1315
Essex Investment Management
Massachusetts
$1.3M – – –
BWP
1316
BSW Wealth Partners
Colorado
$1.29M +$9.57K +30 +0.7%
RIA
1317
Realta Investment Advisors
Delaware
$1.29M +$44.7K +140 +4%
PL
1318
Plancorp LLC
Missouri
$1.29M -$183K -574 -12%
OC
1319
Oakworth Capital
Alabama
$1.29M -$118K -371 -8%
EAM
1320
Evanson Asset Management
California
$1.29M +$16.3K +51 +1%
WCM
1321
Winebrenner Capital Management
Kentucky
$1.29M +$75.9K +238 +6%
IIM
1322
Ipswich Investment Management
Massachusetts
$1.29M -$17.5K -55 -1%
TWM
1323
Trueblood Wealth Management
Ohio
$1.28M +$37.3K +117 +3%
LCM
1324
Lazari Capital Management
California
$1.28M -$15.9K -50 -1%
WF
1325
Whelan Financial
California
$1.28M +$380K +1,190 +42%
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