AXP icon

American Express

2,688 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,044 increasing their positions, 956 reducing their positions, and 109 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: 2,5902,688 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
Impax Asset Management Group
676
Impax Asset Management Group
United Kingdom
$6.13M
TA
677
TKG Advisors
Indiana
$6.12M
LC
678
Lincoln Capital
Nebraska
$6.12M
BBL
679
Beck Bode LLC
Massachusetts
$6.11M
PS
680
Principal Securities
Iowa
$6.1M
JA
681
JLB & Associates
Michigan
$6.09M
TW
682
Trajan Wealth
Arizona
$6.07M
BL
683
BFSG LLC
California
$6.04M
WG
684
Welch Group
Alabama
$6.01M
FIA
685
Foundations Investment Advisors
Arizona
$5.94M
JSW
686
Journey Strategic Wealth
New Jersey
$5.93M
MVA
687
Mount Vernon Associates
Maryland
$5.92M
HI
688
Horizon Investments
North Carolina
$5.88M
TMAM
689
Tokio Marine Asset Management
Japan
$5.86M
KAM
690
Karani Asset Management
New York
$5.85M
2
691
2Xideas
Switzerland
$5.85M
CIC
692
Chase Investment Counsel
Virginia
$5.81M
NP
693
NorthRock Partners
Minnesota
$5.81M
SWP
694
Sagespring Wealth Partners
Tennessee
$5.8M
IWA
695
IBEX Wealth Advisors
New Jersey
$5.76M
PCI
696
Pacifica Capital Investments
Texas
$5.75M
VFA
697
Valeo Financial Advisors
Indiana
$5.71M
CA
698
Callahan Advisors
Texas
$5.69M
CCM
699
Coldstream Capital Management
Washington
$5.67M
OIA
700
OneDigital Investment Advisors
Kansas
$5.67M