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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 %
WIM
2276
Westside Investment Management
California
$259K +$32K +100 +14%
CWA
2277
Core Wealth Advisors
Florida
$259K – – –
KWMG
2278
King Wealth Management Group
Florida
$259K +$319 +1 +0.1%
RPCONE
2279
Retirement Planning Company of New England
Rhode Island
$259K +$638 +2 +0.2%
MCP
2280
Mirador Capital Partners
California
$259K -$10.8K -34 -4%
ACG
2281
Allen Capital Group
Nebraska
$259K +$18.5K +58 +8%
CWM
2282
Centurion Wealth Management
Virginia
$258K +$6.38K +20 +3%
SC
2283
Summa Corp
Texas
$258K +$258K +810 New
BCA
2284
Bay Colony Advisors
Massachusetts
$258K -$1.91K -6 -0.7%
SCM
2285
Saxony Capital Management
Missouri
$256K -$88K -276 -26%
PAMG
2286
Patton Albertson Miller Group
Tennessee
$256K +$11.5K +36 +5%
BFIC
2287
Bedell Frazier Investment Counselling
California
$255K -$319 -1 -0.1%
KIA
2288
Knollwood Investment Advisory
Maryland
$255K – – –
EM
2289
ELCO Management
New York
$255K – – –
BRM
2290
Boston Research & Management
Massachusetts
$255K – – –
CWAG
2291
Compton Wealth Advisory Group
Virginia
$253K +$2.23K +7 +0.9%
SFP
2292
Sandbox Financial Partners
Maryland
$253K -$20.7K -65 -8%
IF
2293
IRON Financial
Illinois
$253K +$319 +1 +0.1%
FA
2294
FDx Advisors
Illinois
$252K -$958 -3 -0.4%
KFS
2295
Kelly Financial Services
Massachusetts
$251K +$638 +2 +0.3%
CAWM
2296
Capital Advisors Wealth Management
Washington
$251K +$1.28K +4 +0.5%
PAM
2297
PVG Asset Management
Colorado
$251K – – –
LFGO
2298
Legacy Financial Group (Oklahoma)
Oklahoma
$250K -$7.02K -22 -3%
FNB
2299
Farmers National Bank
Kentucky
$250K -$1.91K -6 -0.8%
B
2300
Bellecapital
Switzerland
$250K – – –
90 91
92
93 94