AXP icon

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 %
FCM
1426
Family Capital Management
Michigan
$1.03M +$343K +1,076 +50%
MAA
1427
Matrix Asset Advisors
New York
$1.03M +$9.25K +29 +0.9%
TCM
1428
Tufton Capital Management
Maryland
$1.02M -$430K -1,349 -30%
PEA
1429
Park Edge Advisors
Ohio
$1.02M -$117K -367 -10%
PCH
1430
PGIM Custom Harvest
New Jersey
$1.02M -$507K -1,589 -33%
UAML
1431
US Asset Management LLC
Pennsylvania
$1.02M – – –
CWG
1432
Cornerstone Wealth Group
North Carolina
$1.01M +$12.4K +39 +1%
PHS
1433
Pekin Hardy Strauss
Illinois
$1.01M -$31.9K -100 -3%
TCM
1434
Tang Capital Management
California
$1.01M -$159K -498 -14%
TPW
1435
Talon Private Wealth
Florida
$1.01M +$100K +314 +11%
AA
1436
Armis Advisers
Georgia
$1M +$633K +1,984 +171%
GVAG
1437
Great Valley Advisor Group
Delaware
$1M -$59K -185 -6%
TWM
1438
Tradition Wealth Management
Minnesota
$1M +$13.1K +41 +1%
PWG
1439
Portside Wealth Group
Utah
$999K -$30.3K -95 -3%
CYG
1440
Clean Yield Group
Vermont
$987K – – –
WCM
1441
Weaver Capital Management
Georgia
$983K +$2.87K +9 +0.3%
WP
1442
Westmount Partners
California
$981K -$78.1K -245 -7%
SWK
1443
Stephen W. Kidder
$981K +$981K +3,075 New
Simplex Trading
1444
Simplex Trading
Illinois
$980K +$980K +3,075 New
BF
1445
Brucke Financial
Indiana
$980K -$77.5K -243 -7%
SW
1446
SteelPeak Wealth
California
$977K -$184K -578 -16%
TTWM
1447
TCV Trust & Wealth Management
Virginia
$976K +$537K +1,684 +122%
HIM
1448
Harbour Investment Management
Washington
$973K – – –
ACM
1449
Aljian Capital Management
Nevada
$970K -$72.7K -228 -7%
WI
1450
WBI Investments
New Jersey
$970K +$970K +3,040 New
56 57
58
59 60