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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 %
VC
2101
Veery Capital
Delaware
$333K +$92.8K +291 +39%
QIM
2102
Quantitative Investment Management
Virginia
$333K -$1.88M -5,910 -85%
PCM
2103
Park Capital Management
Wisconsin
$332K +$4.79K +15 +1%
NQWM
2104
Northwest Quadrant Wealth Management
Oregon
$332K +$957 +3 +0.3%
CFS
2105
CRA Financial Services
New Jersey
$332K +$11.5K +36 +4%
GWM
2106
Greenwich Wealth Management
Connecticut
$332K +$638 +2 +0.2%
LWA
2107
Lineweaver Wealth Advisors
Ohio
$331K +$3.19K +10 +1%
FWA
2108
Flagship Wealth Advisors
Massachusetts
$331K – – –
ECA
2109
Elevated Capital Advisors
Utah
$328K – – –
OIS
2110
OneAscent Investment Solutions
Alabama
$327K +$327K +1,024 New
NI
2111
NDVR Inc
Massachusetts
$327K -$15.3K -48 -4%
PMWMG
2112
Parr McKnight Wealth Management Group
Minnesota
$327K – – –
AT
2113
American Trust
Kentucky
$327K +$327K +1,024 New
CCA
2114
Cottonwood Capital Advisors
Utah
$325K – – –
SCM
2115
Stonebridge Capital Management
California
$325K – – –
PCM
2116
Princeton Capital Management
New Jersey
$324K – – –
VIP
2117
Vista Investment Partners
Oklahoma
$324K – – –
ACI
2118
Alpha Cubed Investments
California
$323K -$132K -414 -29%
GWM
2119
Gibbs Wealth Management
Georgia
$323K +$323K +1,013 New
BWM
2120
Buckley Wealth Management
Nevada
$323K – – –
BCG
2121
BayBridge Capital Group
California
$323K +$39.2K +123 +14%
BW
2122
BIP Wealth
Georgia
$322K -$6.7K -21 -2%
MAWCM
2123
Mine & Arao Wealth Creation & Management
California
$322K +$957 +3 +0.3%
FFM
2124
Fullerton Fund Management
Singapore
$322K -$339K -1,063 -51%
AA
2125
Alesco Advisors
New York
$322K +$957 +3 +0.3%
83 84
85
86 87