AXP icon

American Express

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2601
HighMark Wealth Management
Minnesota
$20.1K +$6.37K +20 +47%
RL
2602
Rogco LP
Oklahoma
$19.1K
GCGDR
2603
Geo Capital Gestora de Recursos
Brazil
$19K
PMIM
2604
Prudent Man Investment Management
Colorado
$19K
HC
2605
Hurley Capital
New York
$18.2K
WCM
2606
WealthTrak Capital Management
Virginia
$17.5K +$11.5K +36 +189%
DPW
2607
DiNuzzo Private Wealth
Pennsylvania
$16.6K +$319 +1 +2%
LWMI
2608
Legacy Wealth Management (Idaho)
Idaho
$15.9K
ETS
2609
ESL Trust Services
New York
$15.9K
LIS
2610
Legacy Investment Solutions
Idaho
$15.9K +$15.9K +50 New
CWM
2611
CarsonAllaria Wealth Management
Illinois
$15.4K
SIC
2612
SJS Investment Consulting
Ohio
$15.3K -$4.47K -14 -23%
MBFW
2613
Morton Brown Family Wealth
Pennsylvania
$15.3K
BI
2614
Binnacle Investments
Iowa
$14.7K -$957 -3 -6%
TWD
2615
True Wealth Design
Ohio
$14.4K +$2.57K +8 +22%
ACM
2616
Anfield Capital Management
California
$14.4K -$5.74K -18 -29%
HCM
2617
Horrell Capital Management
Arkansas
$14K
CWA
2618
Carolina Wealth Advisors
South Carolina
$14K
YP
2619
YANKCOM Partnership
South Dakota
$13.7K
SHIM
2620
Stone House Investment Management
Pennsylvania
$13.5K
BDPWM
2621
Barnes Dennig Private Wealth Management
Ohio
$13.1K +$13.1K +41 New
BFS
2622
Bare Financial Services
Pennsylvania
$11.8K +$9.57K +30 +429%
SSG
2623
Summit Securities Group
New York
$11.5K +$11.5K +36 New
GIM
2624
Gold Investment Management
Alberta, Canada
$10.6K
VWA
2625
Valued Wealth Advisors
Utah
$10.6K