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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 %
EPP
1976
ETF Portfolio Partners
Kansas
$405K – – –
MHR
1977
Matthew Hamilton Rosenberg
$405K +$17.5K +55 +5%
PWP
1978
Phillips Wealth Planners
Mississippi
$404K -$40.6K -128 -9%
MCM
1979
Mainstream Capital Management
California
$404K -$957 -3 -0.2%
AWA
1980
Alta Wealth Advisors
Massachusetts
$403K -$11.8K -37 -3%
AWAU
1981
Alliance Wealth Advisors (Utah)
Utah
$402K +$37K +116 +10%
NL
1982
NWAM LLC
Washington
$401K -$5.79K -19 -1%
MF
1983
Manchester Financial
California
$401K – – –
SCM
1984
Sterneck Capital Management
Missouri
$401K – – –
BP
1985
BBR Partners
New York
$401K -$2.23K -7 -0.6%
HPM
1986
Hoxton Planning & Management
West Virginia
$401K +$15.9K +50 +4%
LW
1987
Libra Wealth
California
$400K +$3.19K +10 +0.8%
CMTU
1988
Capital Markets Trading (UK)
United Kingdom
$399K +$399K +1,251 New
KB
1989
Kimelman & Baird
New York
$399K – – –
CAM
1990
Claret Asset Management
Quebec, Canada
$398K -$81.3K -255 -17%
TLA
1991
Tanglewood Legacy Advisors
Texas
$398K – – –
BSAM
1992
Blue Square Asset Management
New York
$396K – – –
BWP
1993
Burling Wealth Partners
Illinois
$395K +$395K +1,239 New
WG
1994
Wealth Group
North Carolina
$395K -$237K -742 -37%
OPA
1995
Old Port Advisors
Maine
$395K +$23.3K +73 +6%
SWA
1996
SFMG Wealth Advisors
Texas
$395K +$319 +1 +0.1%
WMP
1997
Wealth Management Partners
Arizona
$394K – – –
NDBT
1998
North Dallas Bank & Trust
Texas
$393K +$393K +1,233 New
RA
1999
Ruggaard & Associates
Ohio
$393K -$12.1K -38 -3%
FFP
2000
FourThought Financial Partners
Florida
$392K -$51.7K -162 -12%
78 79
80
81 82