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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 %
ATS
2051
Ashton Thomas Securities
New York
$359K -$17.5K -55 -5%
SSC
2052
Syverson Strege & Co
Iowa
$359K +$359K +1,126 New
AIM
2053
Advyzon Investment Management
Illinois
$358K +$76.9K +241 +27%
OCM
2054
Osterweis Capital Management
California
$358K +$82.9K +260 +30%
LL
2055
LPWM LLC
Minnesota
$358K +$358K +1,121 New
PGAM
2056
Princeton Global Asset Management
New Jersey
$357K -$2.74M -8,604 -88%
KIG
2057
Kessler Investment Group
Indiana
$357K -$8.29K -26 -2%
TPA
2058
Trivium Point Advisory
Connecticut
$356K +$3.83K +12 +1%
EFG
2059
Ehrlich Financial Group
California
$356K -$957 -3 -0.3%
IC
2060
Inscription Capital
Texas
$356K -$174K -544 -33%
SWTS
2061
Stonehaven Wealth & Tax Solutions
Wisconsin
$355K -$957 -3 -0.3%
CMF
2062
Counterpoint Mutual Funds
California
$355K +$355K +1,114 New
SSWM
2063
Strait & Sound Wealth Management
California
$353K – – –
CL
2064
COWA LLC
Oklahoma
$352K +$41.5K +130 +13%
HIIFS
2065
Harel Insurance Investments & Financial Services
Israel
$352K -$40.5K -127 -10%
PCA
2066
Providence Capital Advisors
North Carolina
$352K +$95.7K +300 +37%
MMHP
2067
Murphy Middleton Hinkle & Parker
Georgia
$351K – – –
PWP
2068
Perfromance Wealth Partners
Illinois
$351K +$351K +1,101 New
KWA
2069
Kellett Wealth Advisors
Ohio
$349K +$349K +1,096 New
WFA
2070
Wellspring Financial Advisors
Ohio
$349K +$349K +1,095 New
AFM
2071
Aspetuck Financial Management
Connecticut
$349K +$3.19K +10 +0.9%
NAMNJ
2072
NorthStar Asset Management (New Jersey)
New Jersey
$348K +$7.66K +24 +2%
FBT
2073
First Bankers Trust
Kentucky
$348K +$4.79K +15 +1%
TA
2074
TruWealth Advisors
Louisiana
$347K – – –
PCMC
2075
Paragon Capital Management (Colorado)
Colorado
$347K – – –
81 82
83
84 85