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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 %
TCWM
2226
Total Clarity Wealth Management
Illinois
$280K +$280K +877 New
RB
2227
Renasant Bank
Mississippi
$279K +$33.8K +106 +14%
HI
2228
Humankind Investments
New York
$278K -$63.8K -200 -19%
SSWM
2229
Sheets Smith Wealth Management
North Carolina
$278K +$7.65K +24 +3%
LK
2230
Lumbard & Kellner
New Hampshire
$278K – – –
PWM
2231
Palacios Wealth Management
Florida
$278K +$278K +870 New
PA
2232
Planning Alternatives
Michigan
$277K -$60.3K -189 -18%
DIM
2233
DLK Investment Management
California
$277K +$10.2K +32 +4%
DC
2234
DeDora Capital
California
$277K – – –
MSF
2235
Mustard Seed Financial
Arkansas
$275K – – –
SHWM
2236
Smith & Howard Wealth Management
Georgia
$275K – – –
FHC
2237
First Heartland Consultants
Missouri
$274K +$274K +859 New
WFMPM
2238
Woodley Farra Manion Portfolio Management
Indiana
$273K -$1.6K -5 -0.6%
PC
2239
Port Capital
Illinois
$272K – – –
USWIA
2240
UP Strategic Wealth Investment Advisors
Pennsylvania
$271K -$15.9K -50 -6%
BWFA
2241
Baltimore-Washington Financial Advisors
Maryland
$271K – – –
BWS
2242
Broadway Wealth Solutions
Texas
$271K -$25.2K -79 -9%
GB
2243
Goepper Burkhardt
South Carolina
$271K – – –
ABLA
2244
Alan B. Lancz & Associates
Ohio
$271K – – –
ASG
2245
Ariston Services Group
California
$271K -$79.7K -250 -23%
TFM
2246
TFC Financial Management
Massachusetts
$271K – – –
AW
2247
Apricus Wealth
South Carolina
$270K – – –
GHA
2248
Granite Harbor Advisors
Texas
$270K +$22.6K +71 +9%
WFAG
2249
Worth Financial Advisory Group
North Carolina
$270K -$287K -901 -52%
MWM
2250
Maridea Wealth Management
New York
$270K +$30.9K +97 +13%
88 89
90
91 92