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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 %
LIA
2326
LBMC Investment Advisors
Tennessee
$239K – – –
RIS
2327
Retirement Income Solutions
Michigan
$239K +$239K +748 New
VW
2328
Vance Wealth
California
$239K +$239K +748 New
SA
2329
Shilanski & Associates
Alaska
$238K – – –
IWP
2330
Invenio Wealth Partners
Florida
$238K +$238K +747 New
GSWA
2331
Good Steward Wealth Advisors
Tennessee
$237K -$12.4K -39 -5%
MWA
2332
Motive Wealth Advisors
Michigan
$237K +$237K +743 New
AM
2333
Atwater Malick
Pennsylvania
$237K +$237K +742 New
FFC
2334
First Financial Corp
Indiana
$236K -$11.2K -35 -5%
FCCM
2335
First City Capital Management
Georgia
$236K -$5.42K -17 -2%
WAL
2336
W Advisors LLC
Tennessee
$235K +$235K +737 New
CWA
2337
Consilio Wealth Advisors
Washington
$235K +$235K +740 New
SPFA
2338
Summit Place Financial Advisors
New Jersey
$234K +$234K +732 New
RPCA
2339
Running Point Capital Advisors
California
$233K +$233K +732 New
MMM
2340
Mendel Money Management
Illinois
$233K +$233K +731 New
LJHT
2341
Laurie J. Hall Trustee
$233K +$233K +729 New
WH
2342
Willner & Heller
California
$232K -$209K -656 -47%
SPF
2343
South Plains Financial
Texas
$232K -$3.19K -10 -1%
PCM
2344
Parsons Capital Management
Rhode Island
$232K -$31.9K -100 -12%
AWP
2345
Ascent Wealth Partners
New York
$232K +$232K +726 New
AWP
2346
Abacus Wealth Partners
California
$231K +$231K +725 New
NWWA
2347
New Wave Wealth Advisors
Arkansas
$230K +$230K +722 New
Q
2348
QVR
California
$230K +$230K +721 New
AWAG
2349
ARS Wealth Advisors Group
Florida
$230K +$230K +721 New
PSFG
2350
Park Square Financial Group
Georgia
$229K +$319 +1 +0.1%
92 93
94
95 96