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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 %
MWM
2251
Maridea Wealth Management
New York
$270K +$30.9K +97 +13%
CIAS
2252
CFS Investment Advisory Services
New Jersey
$268K +$268K +840 New
PMFA
2253
Plante Moran Financial Advisors
Michigan
$268K – – –
FC
2254
Financial Council
Maryland
$267K – – –
DF
2255
DecisionPoint Financial
Arizona
$267K +$1.29K +4 +0.5%
SAW
2256
Signal Advisors Wealth
Michigan
$266K -$1.34M -4,201 -83%
AFA
2257
Antonelli Financial Advisors
Michigan
$266K – – –
AGA
2258
Arkos Global Advisors
Texas
$264K +$16.9K +53 +7%
CWA
2259
Canvas Wealth Advisors
Kansas
$264K +$15.8K +51 +6%
CFA
2260
Capstone Financial Advisors
Illinois
$263K +$263K +825 New
AGWCA
2261
Annis Gardner Whiting Capital Advisors
Florida
$263K +$74K +232 +39%
RS
2262
Rakuten Securities
Japan
$263K -$56.1K -176 -18%
FH
2263
FWG Holdings
Florida
$263K +$2.69K +9 +1%
HCM
2264
Hengehold Capital Management
Ohio
$262K +$16K +50 +6%
CB
2265
Chris Bulman
California
$262K +$23K +72 +10%
WAM
2266
Wallington Asset Management
Indiana
$262K +$6.06K +19 +2%
CIS
2267
Connors Investor Services
Pennsylvania
$262K -$20.8M -65,354 -99%
TIP
2268
Tandem Investment Partners
New Jersey
$262K – – –
GJWM
2269
Gilliland Jeter Wealth Management
Arkansas
$261K +$3.83K +12 +1%
FFA
2270
Fi3 Financial Advisors
Indiana
$261K -$9.88K -31 -4%
IF
2271
Intrua Financial
Texas
$261K +$261K +820 New
NECFA
2272
New England Capital Financial Advisors
Connecticut
$261K +$638 +2 +0.2%
WA
2273
Wealthstream Advisors
New York
$261K +$261K +818 New
BTWM
2274
Baker Tilly Wealth Management
Wisconsin
$261K +$261K +817 New
BW
2275
BXM Wealth
Colorado
$260K +$260K +816 New
89 90
91
92 93