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American Express
AXP

Overview Fund Activity

2,670 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
2,670
Holders Change
+84
Holders Change %
+3.25%
% 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 %
NCTC
2201
New Covenant Trust Company
Indiana
$291K -$2.86K -9 -1%
MPM
2202
Meritage Portfolio Management
Kansas
$290K – – –
AIP
2203
Almanack Investment Partners
Pennsylvania
$290K +$290K +908 New
CAM
2204
Costello Asset Management
Pennsylvania
$288K +$319 +1 +0.1%
MIC
2205
Meridian Investment Counsel
California
$288K – – –
GWM
2206
GSB Wealth Management
Connecticut
$288K +$24.9K +78 +9%
MFGM
2207
Marshall Financial Group (Maryland)
Maryland
$288K -$12.6K -39 -4%
OSNBOA
2208
Old Second National Bank of Aurora
Illinois
$287K -$31.9K -100 -10%
TF
2209
Talbot Financial
Washington
$287K – – –
ODIJL
2210
One Day In July LLC
Vermont
$286K +$14.7K +46 +5%
DFP
2211
Defined Financial Planning
California
$286K +$38.2K +123 +15%
OWM
2212
Orca Wealth Management
Florida
$286K -$98.9K -310 -26%
JWM
2213
JGP Wealth Management
Oregon
$286K +$3.19K +10 +1%
JC
2214
JB Capital
Connecticut
$285K +$33.5K +105 +13%
AC
2215
ASB Consultores
Florida
$285K -$7.66K -24 -3%
AGA
2216
Accuvest Global Advisors
Utah
$283K +$283K +886 New
AHC
2217
Adell Harriman & Carpenter
Texas
$283K +$17.9K +56 +7%
NCM
2218
Novare Capital Management
North Carolina
$283K -$74K -232 -21%
PPWM
2219
PFG Private Wealth Management
Florida
$283K +$14.4K +45 +5%
OC
2220
Oarsman Capital
Wisconsin
$282K +$30.6K +96 +12%
EIG
2221
Ellenbecker Investment Group
Wisconsin
$282K +$319 +1 +0.1%
GAB
2222
German American Bancorp
Indiana
$281K +$23.3K +73 +9%
WP
2223
WealthPLAN Partners
Nebraska
$281K – – –
CPWA
2224
Cerro Pacific Wealth Advisors
California
$280K +$46.2K +145 +20%
NEWAS
2225
N.E.W. Advisory Services
Wisconsin
$280K -$215K -673 -43%
87 88
89
90 91