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American Express
AXP

Overview Fund Activity

2,672 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, 950 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,672
Holders Change
+86
Holders Change %
+3.33%
% of All Funds
35.81%
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
950
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 %
CFAM
2326
Center For Asset Management
Florida
$239K – – –
NBWM
2327
North Berkeley Wealth Management
California
$239K – – –
LIA
2328
LBMC Investment Advisors
Tennessee
$239K – – –
RIS
2329
Retirement Income Solutions
Michigan
$239K +$239K +748 New
VW
2330
Vance Wealth
California
$239K +$239K +748 New
SA
2331
Shilanski & Associates
Alaska
$238K – – –
IWP
2332
Invenio Wealth Partners
Florida
$238K +$238K +747 New
GSWA
2333
Good Steward Wealth Advisors
Tennessee
$237K -$12.4K -39 -5%
MWA
2334
Motive Wealth Advisors
Michigan
$237K +$237K +743 New
AM
2335
Atwater Malick
Pennsylvania
$237K +$237K +742 New
FFC
2336
First Financial Corp
Indiana
$236K -$11.2K -35 -5%
FCCM
2337
First City Capital Management
Georgia
$236K -$5.42K -17 -2%
WAL
2338
W Advisors LLC
Tennessee
$235K +$235K +737 New
CWA
2339
Consilio Wealth Advisors
Washington
$235K +$235K +740 New
SPFA
2340
Summit Place Financial Advisors
New Jersey
$234K +$234K +732 New
RPCA
2341
Running Point Capital Advisors
California
$233K +$233K +732 New
MMM
2342
Mendel Money Management
Illinois
$233K +$233K +731 New
LJHT
2343
Laurie J. Hall Trustee
$233K +$233K +729 New
WH
2344
Willner & Heller
California
$232K -$209K -656 -47%
SPF
2345
South Plains Financial
Texas
$232K -$3.19K -10 -1%
PCM
2346
Parsons Capital Management
Rhode Island
$232K -$31.9K -100 -12%
AWP
2347
Ascent Wealth Partners
New York
$232K +$232K +726 New
AWP
2348
Abacus Wealth Partners
California
$231K +$231K +725 New
NWWA
2349
New Wave Wealth Advisors
Arkansas
$230K +$230K +722 New
Q
2350
QVR
California
$230K +$230K +721 New
92 93
94
95 96