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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 %
OFG
1951
Oxford Financial Group
Indiana
$419K -$10.5K -33 -2%
AWP
1952
Accretive Wealth Partners
New Jersey
$418K – – –
PI
1953
PineBridge Investments
New York
$416K -$31.2M -97,656 -99%
AFT
1954
Alpha Family Trust
California
$416K – – –
KFA
1955
Kapstone Financial Advisors
Ohio
$416K +$24.6K +77 +6%
KWM
1956
Keebeck Wealth Management
Illinois
$416K +$60.3K +189 +17%
NFG
1957
Nations Financial Group
Iowa
$416K +$28.1K +88 +7%
AF
1958
Apollon Financial
South Carolina
$416K +$5.74K +18 +1%
CIAS
1959
Capital Investment Advisory Services
North Carolina
$416K +$83.3K +261 +25%
ISWM
1960
Independent Solutions Wealth Management
New York
$415K -$22.3K -70 -5%
FA
1961
Fagan Associates
New York
$415K – – –
SAA
1962
Southeast Asset Advisors
Georgia
$413K +$6.06K +19 +1%
VWM
1963
Vigilare Wealth Management
Arizona
$412K +$12.8K +40 +3%
WDC
1964
Woodward Diversified Capital
California
$411K +$153K +480 +59%
BWM
1965
Birchcreek Wealth Management
Ohio
$411K -$56.5K -177 -12%
WBC
1966
West Branch Capital
Massachusetts
$411K +$127K +398 +45%
AAS
1967
Annex Advisory Services
Wisconsin
$408K -$185K -580 -31%
CIS
1968
Custom Index Systems
New York
$408K -$169K -530 -29%
BOPW
1969
Brandywine Oak Private Wealth
Pennsylvania
$408K +$1.28K +4 +0.3%
4WM
1970
4J Wealth Management
Virginia
$408K – – –
PMSA
1971
Patrick M. Sweeney & Associates
Illinois
$407K +$67.3K +205 +20%
HC
1972
Hamilton Capital
Ohio
$407K +$20.1K +63 +5%
WMA
1973
West Michigan Advisors
Michigan
$406K +$15.6K +49 +4%
DJYG
1974
David J. Yvars Group
Florida
$405K +$158K +495 +64%
AMG
1975
Advisors Management Group
Wisconsin
$405K -$8.3K -26 -2%
77 78
79
80 81