AXP icon

American Express

2,695 hedge funds and large institutions have $190B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,046 increasing their positions, 958 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 2,5952,695 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 958

0.6% more ownership

Funds ownership: 84.24%84.84% (+0.6%)

Holders
2,695
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.64B
Puts
$2.05B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
2526
Tacita Capital
Ontario, Canada
$92.5K
RDFA
2527
Ritter Daniher Financial Advisory
Ohio
$91.9K
WOSD
2528
WFA of San Diego
California
$91.9K
PWMG
2529
Private Wealth Management Group
New Jersey
$90.6K
HC
2530
Hoese & Co
Minnesota
$89.3K
RF
2531
Rossby Financial
Florida
$87.4K
VWM
2532
Vermillion Wealth Management
Minnesota
$85.6K
MMCM
2533
Murphy & Mullick Capital Management
New York
$85.5K
AWM
2534
Accredited Wealth Management
Kentucky
$82.4K
WA
2535
WPG Advisers
Maryland
$81K
WTFG
2536
Wood Tarver Financial Group
Idaho
$81K
AG
2537
AmeriFlex Group
Nevada
$80.4K
FCMT
2538
Founders Capital Management (Texas)
Texas
$79.7K
GEA
2539
Glen Eagle Advisors
New Jersey
$79.5K
BCM
2540
Boreal Capital Management
Florida
$79.4K
WA
2541
Whipplewood Advisors
Colorado
$77.8K
FWM
2542
FSA Wealth Management
Massachusetts
$77.5K
AT
2543
Avalon Trust
New Mexico
$76.2K
PFG
2544
Putney Financial Group
California
$74K
FP
2545
Financial Perspectives
Minnesota
$73.7K
OAJ
2546
Ogorek Anthony Joseph
New York
$73K
WCM
2547
Winthrop Capital Management
Indiana
$73K
WPA
2548
Wealth Preservation Advisors
Tennessee
$72.6K
S
2549
Sachetta
Massachusetts
$72.5K
SVWA
2550
Sarver Vrooman Wealth Advisors
Missouri
$72.1K