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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 %
AWA
1801
Acorn Wealth Advisors
Michigan
$524K -$319 -1 -0.1%
MSCM
1802
McElhenny Sheffield Capital Management
Texas
$524K -$2.23K -7 -0.4%
AA
1803
Ancora Advisors
Ohio
$524K +$9.57K +30 +2%
BMWM
1804
Brown Miller Wealth Management
Virginia
$523K – – –
MSE
1805
MUFG Securities EMEA
United Kingdom
$522K +$522K +1,635 New
DP
1806
Dearborn Partners
Illinois
$521K -$5.42K -17 -1%
RWPA
1807
Richard W. Paul & Associates
Michigan
$517K -$3.19K -10 -0.6%
SOS
1808
Silver Oak Securities
Tennessee
$516K +$14K +44 +3%
PWS
1809
Peterson Wealth Services
Utah
$515K +$638 +2 +0.1%
RIM
1810
Rockbridge Investment Management
New York
$515K – – –
CSPIA
1811
Cary Street Partners Investment Advisory
Virginia
$515K +$51K +160 +11%
RAM
1812
Readystate Asset Management
Illinois
$515K -$293K -918 -36%
CPIA
1813
Cornell Pochily Investment Advisors
New York
$513K +$957 +3 +0.2%
NFC
1814
Northeast Financial Consultants
Connecticut
$513K -$11.8K -37 -2%
MW
1815
MBL Wealth
North Carolina
$513K -$7.98K -25 -2%
PWW
1816
Pettyjohn Wood & White
Virginia
$511K – – –
PAM
1817
Paradigm Asset Management
New York
$510K -$255K -800 -33%
IA
1818
Integrity Alliance
Iowa
$510K -$176K -552 -26%
BSSFA
1819
Baron Silver Stevens Financial Advisors
Florida
$510K +$55.8K +175 +12%
VA
1820
Valmark Advisers
Ohio
$510K +$39.9K +125 +8%
XF
1821
XML Financial
Maryland
$510K – – –
TWP
1822
Tyche Wealth Partners
Texas
$508K -$957 -3 -0.2%
ACM
1823
Allred Capital Management
Texas
$508K -$63.2K -198 -11%
KPWG
1824
KFA Private Wealth Group
Virginia
$507K – – –
KLI
1825
Kelman-Lazarov Inc
Tennessee
$507K +$957 +3 +0.2%
71 72
73
74 75