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American Express
AXP

Overview Fund Activity

2,671 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
2,671
Holders Change
+85
Holders Change %
+3.29%
% 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 %
RWA
2376
Rooted Wealth Advisors
Illinois
$217K +$217K +680 New
ST
2377
Somerset Trust
Pennsylvania
$217K +$217K +681 New
SPP
2378
Single Point Partners
Massachusetts
$217K +$217K +682 New
SI
2379
Seeds Investor
New York
$217K +$217K +680 New
TBWA
2380
Three Bridge Wealth Advisors
California
$216K +$216K +676 New
SFA
2381
Semmax Financial Advisors
North Carolina
$215K +$595 +2 +0.3%
EWM
2382
Elmwood Wealth Management
California
$215K +$215K +675 New
BWL
2383
Bogart Wealth LLC
Virginia
$215K -$4.15K -13 -2%
CPA
2384
Capital Performance Advisors
California
$214K -$242K -759 -53%
VAF
2385
Values Added Financial
District of Columbia
$214K +$214K +671 New
PGA
2386
Portland Global Advisors
Maine
$214K +$214K +671 New
KIG
2387
Kennedy Investment Group
New Jersey
$214K +$214K +670 New
MCA
2388
Magnolia Capital Advisors
Mississippi
$213K +$213K +668 New
FWP
2389
FAS Wealth Partners
Kansas
$211K +$211K +662 New
T
2390
TOBAM
France
$211K -$95.9K -301 -31%
Betterment LLC
2391
Betterment LLC
New York
$211K -$81.5K -255 -28%
PFG
2392
Pinnacle Financial Group
Illinois
$211K +$211K +661 New
WCMN
2393
Westchester Capital Management (Nebraska)
Nebraska
$211K – – –
RW
2394
RVW Wealth
California
$211K +$211K +660 New
TFA
2395
Trinity Financial Advisors
Ohio
$211K +$211K +660 New
DCM
2396
Donaldson Capital Management
Indiana
$210K -$59.6K -187 -22%
GFG
2397
Goldstone Financial Group
Illinois
$210K +$210K +639 New
FC
2398
Fusion Capital
South Carolina
$209K +$209K +656 New
AIS
2399
AM Investment Strategies
Tennessee
$209K +$209K +658 New
HKAM
2400
Horizon Kinetics Asset Management
New York
$209K +$209K +655 New
94 95
96
97 98