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American Express
AXP

Overview Fund Activity

2,668 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, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
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
1,038
Reduced
948
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 %
CCM
2426
Chickasaw Capital Management
Tennessee
$204K +$204K +640 New
FF
2427
Foronjy Financial
California
$204K +$204K +639 New
IHWM
2428
Iron Horse Wealth Management
Iowa
$204K +$638 +2 +0.3%
1IA
2429
1620 Investment Advisors
Massachusetts
$204K -$319 -1 -0.2%
W
2430
WealthCollab
Washington
$204K – – –
BGAI
2431
Bruce G. Allen Investments
Colorado
$203K +$18.5K +58 +10%
BMD
2432
Better Money Decisions
New Mexico
$203K +$203K +637 New
MCCA
2433
Mill Creek Capital Advisors
Pennsylvania
$203K +$203K +637 New
VP
2434
Verum Partners
North Carolina
$203K +$203K +636 New
BWM
2435
BCS Wealth Management
Tennessee
$203K +$203K +636 New
CGFA
2436
Colton Groome Financial Advisors
North Carolina
$203K +$203K +636 New
BC
2437
Brio Consultants
California
$203K +$203K +635 New
WPWM
2438
Western Pacific Wealth Management
Illinois
$202K – – –
MFWP
2439
Mosaic Family Wealth Partners
Missouri
$202K +$202K +634 New
LWA
2440
Lantern Wealth Advisors
New York
$202K +$202K +632 New
FCM
2441
Fogel Capital Management
Florida
$201K +$201K +631 New
ACA
2442
Affinity Capital Advisors
California
$201K +$201K +631 New
BFO
2443
Biltmore Family Office
North Carolina
$200K -$47.8K -150 -19%
CWM
2444
Centricity Wealth Management
Ohio
$200K – – –
TPWA
2445
Twin Peaks Wealth Advisors
California
$198K +$198K +653 New
MWM
2446
Mascoma Wealth Management
New Hampshire
$198K – – –
FCT
2447
First Community Trust
Iowa
$195K – – –
KTC
2448
Kentucky Trust Company
Kentucky
$193K -$23.9K -75 -11%
AF
2449
Advisornet Financial
Minnesota
$192K +$63.1K +198 +49%
CFS
2450
CGC Financial Services
Oregon
$186K +$186K +582 New
96 97
98
99 100