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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 %
SLG
1676
Stanley-Laman Group
Pennsylvania
$649K -$157K -491 -19%
CCC
1677
Compass Capital Corp
Massachusetts
$649K – – –
AF
1678
Atala Financial
California
$648K – – –
SWMP
1679
Signature Wealth Management Partners
New Jersey
$647K +$6.06K +19 +0.9%
KF
1680
KKM Financial
Illinois
$646K – – –
LCGC
1681
Legacy Capital Group California
California
$646K +$3.51K +11 +0.5%
SIMG
1682
Sonora Investment Management Group
Arizona
$646K +$175K +549 +37%
BFS
1683
BridgePort Financial Solutions
Iowa
$645K – – –
GFP
1684
Gryphon Financial Partners
Ohio
$645K +$43.1K +135 +7%
KAS
1685
KPP Advisory Services
Kentucky
$644K -$1.91K -6 -0.3%
ACM
1686
Avalon Capital Management
California
$644K +$644K +2,018 New
SFG
1687
Sunburst Financial Group
Alabama
$642K – – –
TWM
1688
Thrive Wealth Management
Pennsylvania
$642K +$2.87K +9 +0.4%
BA
1689
Ballast Advisors
Minnesota
$640K +$5.42K +17 +0.9%
PWP
1690
Precedent Wealth Partners
Texas
$639K -$36.7K -115 -5%
MCM
1691
Magnolia Capital Management
New York
$638K – – –
CA
1692
Capital Advantage
California
$638K -$308K -965 -33%
CA
1693
Crumly & Associates
Illinois
$638K -$38.9K -122 -6%
HA
1694
Harbor Advisors
Florida
$638K – – –
PHM
1695
Prospect Hill Management
New Jersey
$638K – – –
CIA
1696
Caerus Investment Advisors
Texas
$638K – – –
SIS
1697
Strategic Investment Solutions
Illinois
$638K +$449K +1,408 +238%
TSWM
1698
Triangle Securities Wealth Management
North Carolina
$638K -$235K -738 -27%
GCA
1699
Genesee Capital Advisors
New York
$635K +$1.6K +5 +0.3%
RCM
1700
Raleigh Capital Management
North Carolina
$635K -$56.8K -178 -8%
66 67
68
69 70