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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 %
MSA
1576
Marino Stram & Associates
Massachusetts
$758K +$319 +1 +0%
MMG
1577
Monetary Management Group
Missouri
$758K – – –
KCPG
1578
Kavar Capital Partners Group
Kansas
$753K – – –
QFA
1579
Quantum Financial Advisors
California
$752K – – –
SCA
1580
Stonebridge Capital Advisors
Minnesota
$751K -$319 -1 -0%
JWBC
1581
John W. Bristol & Co
New York
$750K -$106K -331 -12%
OWA
1582
One Wealth Advisors
California
$750K +$2.55K +8 +0.3%
WFA
1583
WMG Financial Advisors
Tennessee
$749K -$1.28K -4 -0.2%
MFT
1584
Moisand Fitzgerald Tamayo
Florida
$749K +$3.19K +10 +0.4%
AIM
1585
Athena Investment Management
California
$749K -$1.91K -6 -0.3%
KWA
1586
Kingswood Wealth Advisors
California
$748K -$64.7K -203 -8%
LC
1587
Lavaca Capital
Texas
$747K +$33.2K +104 +5%
WFI
1588
West Family Investments
California
$746K +$173K +543 +30%
VAG
1589
VisionPoint Advisory Group
Texas
$742K +$68.3K +214 +10%
SS
1590
Sunbelt Securities
Texas
$742K +$9.5K +32 +1%
NAS
1591
Nicolet Advisory Services
Wisconsin
$741K +$230K +782 +45%
DE
1592
Diversified Enterprises
Delaware
$741K -$41.8K -131 -5%
OFS
1593
OneAscent Financial Services
Alabama
$739K -$1.27M -3,978 -63%
PHAM
1594
Palisades Hudson Asset Management
Florida
$738K – – –
MAM
1595
MWA Asset Management
Massachusetts
$738K -$20.4K -64 -3%
IQI
1596
Integrated Quantitative Investments
Washington
$737K +$737K +2,311 New
SEIA
1597
Signature Estate & Investment Advisors
California
$737K +$24.6K +77 +3%
RCG
1598
Regatta Capital Group
California
$734K -$17.2K -54 -2%
TIA
1599
Traphagen Investment Advisors
New Jersey
$730K -$5.29M -2,081 -88%
SMA
1600
Seven Mile Advisory
New Jersey
$729K +$17.9K +56 +3%
62 63
64
65 66