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 %
PJWM
1651
Philip James Wealth Mangement
Georgia
$675K – – –
Members Trust
1652
Members Trust
Florida
$673K +$159K +500 +31%
CA
1653
Calton & Associates
Florida
$673K +$28.1K +88 +4%
MIM
1654
Macroview Investment Management
Maryland
$671K +$1.28K +4 +0.2%
AC
1655
AlphaCore Capital
California
$670K +$295K +925 +79%
SLA
1656
Silver Lake Advisory
Utah
$670K -$59.6K -187 -8%
RPC
1657
Rossmore Private Capital
Connecticut
$667K +$57.4K +180 +9%
APA
1658
Astoria Portfolio Advisors
New York
$667K +$17.9K +58 +3%
DIP
1659
Davis Investment Partners
North Carolina
$666K – – –
KWS
1660
Keystone Wealth Services
California
$664K +$1.6K +5 +0.2%
SOW
1661
State of Wyoming
Wyoming
$663K +$460K +1,442 +227%
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$662K +$65.7K +206 +11%
AWM
1663
Aberdeen Wealth Management
Illinois
$662K – – –
AWM
1664
Aries Wealth Management
Maine
$661K – – –
SHGA
1665
Sand Hill Global Advisors
California
$661K -$3.19K -10 -0.5%
LA
1666
LM Advisors
California
$660K -$3.83K -12 -0.6%
MAWA
1667
Moss Adams Wealth Advisors
Washington
$659K +$52.3K +164 +9%
RCA
1668
Ranch Capital Advisors
Florida
$656K – – –
BLC
1669
Brown, Lisle/Cummings
Rhode Island
$654K – – –
FMLI
1670
Fukoku Mutual Life Insurance
Japan
$653K -$63.2K -198 -9%
SWA
1671
Sax Wealth Advisors
New Jersey
$653K +$23K +72 +4%
SWA
1672
Strategies Wealth Advisors
Michigan
$653K +$404K +1,265 +162%
TIA
1673
Tiemann Investment Advisors
California
$652K -$57.4K -180 -8%
CP
1674
Clarendon Private
Massachusetts
$651K +$143K +447 +28%
WPC
1675
Waters Parkerson & Co
Louisiana
$649K -$18.8K -59 -3%
65 66
67
68 69