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 %
EFSCE
1626
Enterprise Financial Services Corp (EFSC)
Missouri
$700K +$19.8K +62 +3%
CCA
1627
Coign Capital Advisors
Utah
$699K +$12.1K +38 +2%
QPW
1628
Quantum Private Wealth
Florida
$699K – – –
CNB
1629
Camden National Bank
Maine
$697K +$33.8K +106 +5%
AIM
1630
Acropolis Investment Management
Missouri
$694K +$8.29K +26 +1%
SW
1631
Simplicity Wealth
New Jersey
$693K +$383K +1,202 +124%
CAGAS
1632
Capital Advisory Group Advisory Services
Minnesota
$692K +$33.2K +104 +5%
BHWM
1633
Bar Harbor Wealth Management
New Hampshire
$691K -$11.5K -36 -2%
BSB
1634
Bangor Savings Bank
Maine
$691K – – –
PIA
1635
Perennial Investment Advisors
California
$689K +$25.9K +81 +4%
WMWM
1636
Whitaker-Myers Wealth Managers
Ohio
$689K +$124K +390 +22%
WS
1637
Wela Strategies
Georgia
$686K +$37.3K +117 +6%
PCM
1638
Polymer Capital Management
New York
$684K -$6.7K -21 -1%
AC
1639
Addison Capital
Pennsylvania
$684K – – –
CG
1640
Curat Global
New Hampshire
$683K -$298K -935 -30%
WWA
1641
Wisconsin Wealth Advisors
Wisconsin
$682K -$7.02K -22 -1%
CCG
1642
Cypress Capital Group
Florida
$682K – – –
HWM
1643
Horizon Wealth Management
Illinois
$682K +$6.06K +19 +0.9%
ATC
1644
Adirondack Trust Company
New York
$681K -$4.47K -14 -0.7%
MA
1645
MONECO Advisors
Connecticut
$680K +$4.79K +15 +0.7%
PWA
1646
Phoenix Wealth Advisors
North Carolina
$680K -$10.8K -34 -2%
ZBNA
1647
Zions Bancorporation, National Association
Utah
$680K +$60K +188 +10%
HFW
1648
Horizon Family Wealth
Illinois
$679K +$2.23K +7 +0.3%
WA
1649
Wealth Architects
California
$676K +$7.02K +22 +1%
CAI
1650
Capital Advisors Inc
Oklahoma
$675K +$10.2K +32 +2%
64 65
66
67 68