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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 %
FBFS
1876
First Business Financial Services
Wisconsin
$468K – – –
WPW
1877
Waldron Private Wealth
Pennsylvania
$468K -$6.06K -19 -1%
CCM
1878
Crew Capital Management
Ohio
$466K – – –
VNA
1879
Valley National Advisers
Pennsylvania
$464K +$44.8K +141 +11%
JJBC
1880
James J. Burns & Company
New York
$463K -$638 -2 -0.1%
AWM
1881
Aprio Wealth Management
Georgia
$463K +$2.87K +9 +0.6%
DWM
1882
Drive Wealth Management
Utah
$462K -$4.15K -13 -0.9%
C
1883
Certuity
Florida
$461K +$10.2K +32 +2%
CP
1884
CenterBook Partners
Connecticut
$461K -$7.17M -22,474 -94%
FOA
1885
Five Oceans Advisors
California
$461K +$9.25K +29 +2%
ECAM
1886
East Coast Asset Management
Massachusetts
$460K – – –
FA
1887
Financial Advisors
Massachusetts
$459K – – –
MW
1888
Maia Wealth
Colorado
$459K -$13.4K -42 -3%
SCA
1889
Sandy Cove Advisors
Massachusetts
$457K +$25.2K +79 +6%
EGWAG
1890
Elwood & Goetz Wealth Advisory Group
Georgia
$456K +$100K +315 +28%
OL
1891
Optas LLC
Texas
$456K +$12.4K +39 +3%
SDAM
1892
Shulman DeMeo Asset Management
New York
$455K -$42.1K -132 -8%
HWA
1893
Heritage Wealth Advisors
Virginia
$455K – – –
CPC
1894
Consolidated Planning Corp
Georgia
$455K – – –
TNAM
1895
Terra Nova Asset Management
New York
$454K +$1.28K +4 +0.3%
CWM
1896
Centric Wealth Management
Illinois
$452K -$4.46K -15 -1%
FWM
1897
Forza Wealth Management
Florida
$452K – – –
MIM
1898
Merrion Investment Management
New Jersey
$452K – – –
EFM
1899
E Fund Management
China
$450K -$12.4K -39 -3%
TIM
1900
Tortoise Investment Management
New York
$449K +$126K +395 +39%
74 75
76
77 78