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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 %
HFS
1926
Howard Financial Services
Texas
$431K +$51.3K +161 +14%
JWBC
1927
J.W. Burns & Co
New York
$431K – – –
SAM
1928
Summit Asset Management
Tennessee
$431K +$11.2K +35 +3%
NAMP
1929
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K – – –
WCFA
1930
Walkner Condon Financial Advisors
Wisconsin
$430K -$2.87K -9 -0.7%
WA
1931
Westfuller Advisors
New York
$430K +$430K +1,348 New
AFP
1932
Ausdal Financial Partners
Iowa
$430K -$431K -1,351 -50%
EA
1933
Enclave Advisors
Texas
$430K +$6.38K +20 +2%
SCM
1934
Schnieders Capital Management
California
$428K +$428K +1,343 New
WTB
1935
Washington Trust Bank
Washington
$428K +$22.3K +70 +6%
LIWM
1936
Long Island Wealth Management
New York
$427K +$427K +1,339 New
HWP
1937
Hibernia Wealth Partners
Louisiana
$427K +$427K +1,337 New
TCOTS
1938
Trust Company of the South
North Carolina
$426K – – –
FFIC
1939
First Fiduciary Investment Counsel
Ohio
$425K +$425K +1,333 New
RFP
1940
Root Financial Partners
California
$425K +$166K +519 +64%
FNC
1941
First National Corp
Massachusetts
$424K -$40.8K -128 -9%
SN
1942
Sittner & Nelson
Oregon
$423K +$319 +1 +0.1%
OF
1943
Optimize Financial
California
$423K -$2.55K -8 -0.6%
PG
1944
Prostatis Group
Maryland
$423K -$211K -662 -33%
MWM
1945
MinichMacGregor Wealth Management
New York
$422K -$46.6K -146 -10%
SHJ
1946
Sharkey, Howes & Javer
Colorado
$421K -$38.3K -120 -8%
WP
1947
WealthShield Partners
North Carolina
$421K -$6.06K -19 -1%
SEA
1948
Stegent Equity Advisors
Texas
$421K +$55.2K +173 +15%
CAL
1949
Capital Advisors Ltd
Ohio
$420K +$2.23K +7 +0.5%
MCM
1950
Mendel Capital Management
Arkansas
$420K +$22.3K +70 +6%
76 77
78
79 80