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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 %
KA
1376
Kovack Advisors
Florida
$1.15M +$38.9K +122 +4%
SAM
1377
Strategy Asset Managers
California
$1.14M -$18.2K -57 -2%
OAM
1378
Oak Asset Management
California
$1.14M – – –
BAM
1379
Belpointe Asset Management
Nevada
$1.13M -$45.3K -142 -4%
DRD
1380
Dennis R. Delaney
$1.13M +$479K +1,502 +74%
PFA
1381
Pure Financial Advisors
California
$1.13M +$276K +865 +32%
1WA
1382
180 Wealth Advisors
Washington
$1.13M -$21.4K -67 -2%
TFS
1383
Thoroughbred Financial Services
Tennessee
$1.13M -$1.05M -3,296 -48%
RWM
1384
Revisor Wealth Management
Ohio
$1.12M +$8.48K +26 +0.8%
NWA
1385
Navis Wealth Advisors
New York
$1.12M -$12.8K -40 -1%
PTP
1386
Platform Technology Partners
New York
$1.12M +$319 +1 +0%
LTAS
1387
Linden Thomas Advisory Services
North Carolina
$1.12M -$3.4M -10,649 -75%
KAM
1388
Knightsbridge Asset Management
California
$1.11M +$41.1K +129 +4%
ARA
1389
Alexander Randolph Advisory
Virginia
$1.11M -$71.5K -224 -6%
HBT
1390
Hills Bank & Trust
Iowa
$1.11M – – –
AAS
1391
Ameritas Advisory Services
Nebraska
$1.11M -$6.06K -19 -0.5%
MFA
1392
Mayflower Financial Advisors
Massachusetts
$1.11M +$62.2K +195 +6%
AF
1393
Alerus Financial
North Dakota
$1.11M -$1.91K -6 -0.2%
LAM
1394
Lewis Asset Management
California
$1.1M +$179K +560 +19%
NED
1395
Nancy E. Dempze
$1.1M +$748K +2,344 +210%
SWM
1396
SeaCrest Wealth Management
New York
$1.1M +$78.8K +247 +8%
LJAC
1397
L.J. Altfest & Co
New York
$1.1M +$69.9K +219 +7%
SIA
1398
Schear Investment Advisers
Ohio
$1.1M +$420K +1,318 +62%
CCA
1399
Cadent Capital Advisors
Oklahoma
$1.09M +$52K +163 +5%
DWM
1400
Defined Wealth Management
Oregon
$1.09M +$1.28K +4 +0.1%
54 55
56
57 58