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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 %
TFIPS
2426
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K – – –
CWP
2427
Curated Wealth Partners
California
$204K +$204K +640 New
TCMP
2428
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K +$204K +640 New
CCM
2429
Chickasaw Capital Management
Tennessee
$204K +$204K +640 New
FF
2430
Foronjy Financial
California
$204K +$204K +639 New
IHWM
2431
Iron Horse Wealth Management
Iowa
$204K +$638 +2 +0.3%
1IA
2432
1620 Investment Advisors
Massachusetts
$204K -$319 -1 -0.2%
W
2433
WealthCollab
Washington
$204K – – –
BGAI
2434
Bruce G. Allen Investments
Colorado
$203K +$18.5K +58 +10%
BMD
2435
Better Money Decisions
New Mexico
$203K +$203K +637 New
MCCA
2436
Mill Creek Capital Advisors
Pennsylvania
$203K +$203K +637 New
VP
2437
Verum Partners
North Carolina
$203K +$203K +636 New
BWM
2438
BCS Wealth Management
Tennessee
$203K +$203K +636 New
CGFA
2439
Colton Groome Financial Advisors
North Carolina
$203K +$203K +636 New
BC
2440
Brio Consultants
California
$203K +$203K +635 New
WPWM
2441
Western Pacific Wealth Management
Illinois
$202K – – –
MFWP
2442
Mosaic Family Wealth Partners
Missouri
$202K +$202K +634 New
LWA
2443
Lantern Wealth Advisors
New York
$202K +$202K +632 New
FCM
2444
Fogel Capital Management
Florida
$201K +$201K +631 New
ACA
2445
Affinity Capital Advisors
California
$201K +$201K +631 New
BFO
2446
Biltmore Family Office
North Carolina
$200K -$47.8K -150 -19%
CWM
2447
Centricity Wealth Management
Ohio
$200K – – –
TPWA
2448
Twin Peaks Wealth Advisors
California
$198K +$198K +653 New
MWM
2449
Mascoma Wealth Management
New Hampshire
$198K – – –
FCT
2450
First Community Trust
Iowa
$195K – – –
96 97
98
99 100