AXP icon

American Express

2,670 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
2,670
Holders Change
+84
Holders Change %
+3.25%
% 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
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
2601
BOK Financial Private Wealth
Colorado
$21.1K
DWM
2602
Dogwood Wealth Management
Kansas
$20.9K +$19.7K +62 +1,550%
HWM
2603
HighMark Wealth Management
Minnesota
$20.1K +$6.37K +20 +47%
RL
2604
Rogco LP
Oklahoma
$19.1K
GCGDR
2605
Geo Capital Gestora de Recursos
Brazil
$19K
PMIM
2606
Prudent Man Investment Management
Colorado
$19K
HC
2607
Hurley Capital
New York
$18.2K
WCM
2608
WealthTrak Capital Management
Virginia
$17.5K +$11.5K +36 +189%
DPW
2609
DiNuzzo Private Wealth
Pennsylvania
$16.6K +$319 +1 +2%
LWMI
2610
Legacy Wealth Management (Idaho)
Idaho
$15.9K
ETS
2611
ESL Trust Services
New York
$15.9K
LIS
2612
Legacy Investment Solutions
Idaho
$15.9K +$15.9K +50 New
CWM
2613
CarsonAllaria Wealth Management
Illinois
$15.4K
SIC
2614
SJS Investment Consulting
Ohio
$15.3K -$4.47K -14 -23%
MBFW
2615
Morton Brown Family Wealth
Pennsylvania
$15.3K
BI
2616
Binnacle Investments
Iowa
$14.7K -$957 -3 -6%
TWD
2617
True Wealth Design
Ohio
$14.4K +$2.57K +8 +22%
ACM
2618
Anfield Capital Management
California
$14.4K -$5.74K -18 -29%
HCM
2619
Horrell Capital Management
Arkansas
$14K
CWA
2620
Carolina Wealth Advisors
South Carolina
$14K
YP
2621
YANKCOM Partnership
South Dakota
$13.7K
SHIM
2622
Stone House Investment Management
Pennsylvania
$13.5K
BDPWM
2623
Barnes Dennig Private Wealth Management
Ohio
$13.1K +$13.1K +41 New
BFS
2624
Bare Financial Services
Pennsylvania
$11.8K +$9.57K +30 +429%
SSG
2625
Summit Securities Group
New York
$11.5K +$11.5K +36 New