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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 %
RMDI
1726
R.M. Davis Inc
Maine
$591K +$103K +322 +21%
WCM
1727
Whitener Capital Management
North Carolina
$589K – – –
SGK
1728
Steigerwald Gordon & Koch
Virginia
$587K -$14.4K -45 -2%
AHL
1729
Abel Hall LLC
Louisiana
$586K +$98.9K +310 +20%
PWM
1730
Pines Wealth Management
North Carolina
$586K -$42.7K -130 -7%
HWMO
1731
Heritage Wealth Management (Ohio)
Ohio
$585K – – –
CCWM
1732
Cassaday & Co Wealth Management
Virginia
$583K +$2.23K +7 +0.4%
LI
1733
LMCG Investments
Massachusetts
$583K -$49.1K -154 -8%
SC
1734
Schubert & Co
Texas
$582K +$45.3K +142 +8%
FCM
1735
Fairbanks Capital Management
California
$582K – – –
BFC
1736
Blue Fin Capital
Rhode Island
$582K +$582K +1,824 New
MTIC
1737
Missouri Trust & Investment Company
Missouri
$581K -$1.91K -6 -0.3%
W
1738
Wealthquest
Ohio
$580K +$14.7K +46 +3%
RPGK
1739
Retirement Planning Group (Kansas)
Kansas
$579K +$53.9K +169 +10%
TWM
1740
Tripletail Wealth Management
Florida
$579K +$579K +1,955 New
AWM
1741
Accel Wealth Management
Iowa
$576K +$45.9K +144 +9%
FPW
1742
Flagship Private Wealth
Massachusetts
$576K +$319 +1 +0.1%
SBCM
1743
Silverberg Bernstein Capital Management
New York
$574K +$574K +1,800 New
BMWS
1744
Brady Martz Wealth Solutions
North Dakota
$574K +$319 +1 +0.1%
TCA
1745
Transcend Capital Advisors
New Jersey
$573K -$141K -442 -20%
CH
1746
Cromwell Holdings
Wyoming
$572K – – –
TVAMP
1747
Tennessee Valley Asset Management Partners
Tennessee
$572K – – –
GS
1748
GTS Securities
New York
$571K -$593K -1,860 -51%
AW
1749
Alteri Wealth
California
$569K +$69.2K +217 +14%
FAM
1750
Fairtree Asset Management
South Africa
$569K – – –
68 69
70
71 72