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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 %
BWA
1551
Burt Wealth Advisors
Maryland
$804K – – –
MWA
1552
Meridian Wealth Advisors
Texas
$800K – – –
PVM
1553
Palogic Value Management
Texas
$799K – – –
RMP
1554
Richards, Merrill & Peterson
Washington
$797K +$113K +355 +17%
SCM
1555
Sage Capital Management
New Jersey
$796K +$319 +1 +0%
MFA
1556
Millington Financial Advisors
Illinois
$794K +$4.94K +16 +0.6%
AA
1557
Auxano Advisors
Washington
$791K +$7.98K +25 +1%
DIP
1558
DT Investment Partners
Pennsylvania
$789K – – –
OF
1559
Outfitter Financial
Maine
$785K – – –
IC
1560
Iconiq Capital
California
$784K -$347K -1,089 -31%
WIA
1561
Westbourne Investment Advisors
Maryland
$776K – – –
RZH
1562
Relyea Zuckerberg Hanson
Connecticut
$775K +$213K +669 +38%
KA
1563
Kozak & Associates
Colorado
$774K +$192K +604 +33%
Acadian Asset Management
1564
Acadian Asset Management
Massachusetts
$768K +$465K +1,460 +154%
LIA
1565
LS Investment Advisors
Michigan
$767K – – –
CIM
1566
Confluence Investment Management
Missouri
$766K – – –
ACM
1567
AUA Capital Management
Pennsylvania
$766K – – –
DIM
1568
Delta Investment Management
California
$765K -$1.28K -4 -0.2%
AWM
1569
Aviso Wealth Management
Washington
$765K +$3.51K +11 +0.5%
PCG
1570
PFC Capital Group
California
$764K -$52.6K -165 -6%
USB
1571
Union Savings Bank
Connecticut
$762K -$62.6K -209 -8%
MEG
1572
Millstone Evans Group
Colorado
$761K – – –
SAM
1573
Secure Asset Management
Michigan
$761K +$366K +1,147 +93%
CWM
1574
Consultiva Wealth Management
Puerto Rico
$760K – – –
WCG
1575
Weaver Consulting Group
California
$759K +$638 +2 +0.1%
61 62
63
64 65