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American Express
AXP

Overview Fund Activity

2,671 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, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,671
Holders Change
+85
Holders Change %
+3.29%
% of All Funds
35.8%
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
949
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 %
VCM
1901
Versant Capital Management
Arizona
$448K +$55.5K +174 +14%
WA
1902
Wealthstar Advisors
Texas
$446K +$23K +72 +5%
AWM
1903
Austin Wealth Management
Texas
$445K +$10.5K +35 +2%
MBTD
1904
Mechanics Bank - Trust Department
California
$445K -$291K -912 -40%
KP
1905
Kitching Partners
Pennsylvania
$444K +$180K +563 +68%
CCMT
1906
CMT Capital Markets Trading
Germany
$443K -$27.5M -86,111 -98%
OFO
1907
OneAscent Family Office
Alabama
$442K -$434K -1,363 -50%
YDMI
1908
Y.D. More Investments
Israel
$442K -$59.5K -187 -12%
HCA
1909
Hyperion Capital Advisors
New York
$440K – – –
FWIA
1910
Fort Washington Investment Advisors
Ohio
$440K -$46.9K -147 -10%
FPL
1911
Fortress Private Ledger
North Carolina
$438K +$80.4K +252 +22%
BSHC
1912
Breed's Hill Capital
Massachusetts
$438K – – –
FFBTD
1913
First Financial Bank - Trust Division
Ohio
$437K -$1.91K -6 -0.4%
1CP
1914
17 Capital Partners
Arizona
$436K – – –
AAG
1915
Armstrong Advisory Group
Massachusetts
$436K +$28.4K +89 +7%
LPT
1916
Legacy Private Trust
Wisconsin
$435K – – –
CAG
1917
Centerpoint Advisory Group
Kansas
$435K +$31.9K +100 +8%
KA
1918
KLCM Advisors
Wisconsin
$433K – – –
OWM
1919
OneAscent Wealth Management
Alabama
$433K -$30.6K -96 -7%
CTA
1920
Colonial Trust Advisors
South Carolina
$433K – – –
HFM
1921
Harvest Fund Management
China
$432K -$188K -589 -30%
HFRG
1922
Houlihan Financial Resource Group
Virginia
$432K – – –
IIA
1923
IPG Investment Advisors
California
$432K -$184K -577 -30%
VWA
1924
Visionary Wealth Advisors
Illinois
$432K +$75K +235 +21%
GAMC
1925
Garner Asset Management Corp
Texas
$431K -$15.9K -50 -4%
75 76
77
78 79