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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 %
SGC
2351
Slocum, Gordon & Co
Rhode Island
$229K – – –
HF
2352
Holcombe Financial
Georgia
$227K +$227K +712 New
SFS
2353
Stiles Financial Services
Minnesota
$227K -$31.3K -98 -12%
RL
2354
Retireful LLC
Michigan
$226K +$226K +709 New
T
2355
Tidemark
California
$225K +$25.8K +81 +13%
FFC
2356
Frederick Financial Consultants
Maryland
$225K +$225K +706 New
AFA
2357
American Financial Advisors
Georgia
$224K +$224K +702 New
MAG
2358
M3 Advisory Group
Massachusetts
$224K -$26.5K -83 -11%
CCWM
2359
Correct Capital Wealth Management
Missouri
$223K -$94.4K -296 -30%
BMCM
2360
Burns Matteson Capital Management
New York
$223K +$223K +700 New
PHWM
2361
Pine Harbor Wealth Management
Maryland
$223K +$223K +699 New
PCM
2362
Pointe Capital Management
Michigan
$223K +$223K +699 New
PVAMC
2363
PPS&V Asset Management Consultants
Michigan
$223K +$223K +698 New
TF
2364
Trek Financial
Arizona
$223K +$223K +698 New
OBGC
2365
O'Brien Greene & Co
Pennsylvania
$222K +$222K +695 New
AW
2366
Avion Wealth
Texas
$221K -$43.7K -137 -17%
EFL
2367
ERn Financial LLC
Wisconsin
$221K -$895K -2,806 -80%
LI
2368
LRI Investments
Florida
$220K -$23.3K -73 -10%
FCM
2369
Fourpath Capital Management
Oklahoma
$219K +$219K +688 New
GCA
2370
Gradient Capital Advisors
California
$219K +$219K +688 New
FMTCOCP
2371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K – – –
OBWG
2372
Onyx Bridge Wealth Group
New York
$219K -$65.4K -205 -23%
RFN
2373
Redwood Financial Network
Ohio
$218K +$218K +683 New
PWMG
2374
Prestige Wealth Management Group
New Jersey
$218K – – –
RWA
2375
Rooted Wealth Advisors
Illinois
$217K +$217K +680 New
93 94
95
96 97