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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 %
AIM
1701
Allen Investment Management
New York
$630K – – –
BCM
1702
Blume Capital Management
California
$627K +$638 +2 +0.1%
DTC
1703
Davidson Trust Company
Washington
$625K – – –
SL
1704
Sentinus LLC
Illinois
$623K +$71.4K +224 +13%
HR
1705
Howe & Rusling
New York
$621K +$22.6K +71 +4%
BPCE
1706
Bank Pictet & Cie (Europe)
Germany
$620K -$365K -1,145 -37%
MSWA
1707
Marshall & Sterling Wealth Advisors
New York
$618K +$13.6K +43 +2%
IFO
1708
Independent Family Office
New York
$616K – – –
WKSWA
1709
White Knight Strategic Wealth Advisors
New Jersey
$615K +$6.38K +20 +1%
KMWM
1710
Keudell/Morrison Wealth Management
Oregon
$615K – – –
LFM
1711
LGT Fund Management
Liechtenstein
$612K – – –
WIM
1712
Wittenberg Investment Management
Massachusetts
$606K – – –
CIG
1713
Cairn Investment Group
Washington
$606K – – –
JWA
1714
JFS Wealth Advisors
Pennsylvania
$606K +$97.9K +307 +19%
PF
1715
Phoenix Financial
Israel
$603K +$331K +1,039 +122%
PWP
1716
PrairieView Wealth Partners
Illinois
$603K – – –
ZIG
1717
Zullo Investment Group
Pennsylvania
$603K -$506K -1,586 -46%
NA
1718
Nautilus Advisors
California
$601K +$109K +341 +22%
MFC
1719
Mechanics Financial Corp
Ohio
$598K – – –
Financial Engines Advisors
1720
Financial Engines Advisors
California
$598K +$352K +1,102 +143%
SIAP
1721
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$597K – – –
RWP
1722
Ridgecrest Wealth Partners
California
$596K -$957 -3 -0.2%
PFW
1723
Petros Family Wealth
Minnesota
$595K +$65.1K +204 +12%
ARC
1724
Advisor Resource Council
Texas
$594K -$280K -878 -32%
IIC
1725
Integrated Investment Consultants
Michigan
$593K +$1.6K +5 +0.3%
67 68
69
70 71