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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 %
MFG
1401
MidWestOne Financial Group
Iowa
$1.09M – – –
EW
1402
Elyxium Wealth
California
$1.09M +$56.1K +176 +5%
FMN
1403
Financial Management Network
California
$1.09M +$29.9K +91 +3%
EFG
1404
Embree Financial Group
Illinois
$1.08M +$73.4K +230 +7%
HC
1405
Hendley & Co
Ohio
$1.08M +$120K +375 +12%
SIC
1406
Sigma Investment Counselors
Michigan
$1.08M +$22.3K +70 +2%
CCM
1407
Conway Capital Management
California
$1.08M – – –
PFA
1408
Pathway Financial Advisers
Indiana
$1.07M +$123K +385 +13%
PP
1409
PDS Planning
Ohio
$1.07M +$45K +141 +4%
SWIG
1410
Strategic Wealth Investment Group
Kentucky
$1.07M +$47.8K +150 +5%
TYCC
1411
Texas Yale Capital Corp
Florida
$1.07M – – –
RC
1412
Rexford Capital
Texas
$1.07M +$1.07M +3,341 New
BB
1413
Bell Bank
North Dakota
$1.06M – – –
SWM
1414
Sendero Wealth Management
Texas
$1.06M +$6.7K +21 +0.6%
ACGA
1415
Atlanta Consulting Group Advisors
Georgia
$1.06M – – –
CA
1416
Continuum Advisory
Idaho
$1.05M +$9.25K +29 +0.9%
RIA
1417
Richwood Investment Advisors
Ohio
$1.05M +$319 +1 +0%
BG
1418
Bahl & Gaynor
Ohio
$1.05M +$10.5K +33 +1%
DCA
1419
DSG Capital Advisors
Minnesota
$1.05M +$1.05M +3,288 New
WA
1420
WBH Advisory
Maryland
$1.05M -$90.9K -285 -8%
LA
1421
LVW Advisors
New York
$1.04M +$82.3K +258 +9%
CTC
1422
Cetera Trust Company
Minnesota
$1.04M – – –
LFA
1423
Legacy Financial Advisors
Kentucky
$1.04M +$79.1K +248 +8%
HFM
1424
Hartford Financial Management
Connecticut
$1.04M -$638 -2 -0.1%
CG
1425
CFO4Life Group
Texas
$1.04M +$31.3K +98 +3%
55 56
57
58 59