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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 %
AWAG
2351
ARS Wealth Advisors Group
Florida
$230K +$230K +721 New
PSFG
2352
Park Square Financial Group
Georgia
$229K +$319 +1 +0.1%
SGC
2353
Slocum, Gordon & Co
Rhode Island
$229K – – –
HF
2354
Holcombe Financial
Georgia
$227K +$227K +712 New
SFS
2355
Stiles Financial Services
Minnesota
$227K -$31.3K -98 -12%
RL
2356
Retireful LLC
Michigan
$226K +$226K +709 New
T
2357
Tidemark
California
$225K +$25.8K +81 +13%
FFC
2358
Frederick Financial Consultants
Maryland
$225K +$225K +706 New
AFA
2359
American Financial Advisors
Georgia
$224K +$224K +702 New
MAG
2360
M3 Advisory Group
Massachusetts
$224K -$26.5K -83 -11%
CCWM
2361
Correct Capital Wealth Management
Missouri
$223K -$94.4K -296 -30%
BMCM
2362
Burns Matteson Capital Management
New York
$223K +$223K +700 New
PHWM
2363
Pine Harbor Wealth Management
Maryland
$223K +$223K +699 New
PCM
2364
Pointe Capital Management
Michigan
$223K +$223K +699 New
PVAMC
2365
PPS&V Asset Management Consultants
Michigan
$223K +$223K +698 New
TF
2366
Trek Financial
Arizona
$223K +$223K +698 New
OBGC
2367
O'Brien Greene & Co
Pennsylvania
$222K +$222K +695 New
AW
2368
Avion Wealth
Texas
$221K -$43.7K -137 -17%
EFL
2369
ERn Financial LLC
Wisconsin
$221K -$895K -2,806 -80%
LI
2370
LRI Investments
Florida
$220K -$23.3K -73 -10%
FCM
2371
Fourpath Capital Management
Oklahoma
$219K +$219K +688 New
GCA
2372
Gradient Capital Advisors
California
$219K +$219K +688 New
FMTCOCP
2373
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K – – –
OBWG
2374
Onyx Bridge Wealth Group
New York
$219K -$65.4K -205 -23%
RFN
2375
Redwood Financial Network
Ohio
$218K +$218K +683 New
93 94
95
96 97