AXP icon

American Express

2,696 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, 1,047 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
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
LFG
1026
Lazard Frères Gestion
France
$2.49M
MCM
1027
Mengis Capital Management
Oregon
$2.48M
FIM
1028
Freedom Investment Management
Connecticut
$2.48M
AFCM
1029
Applied Finance Capital Management
Puerto Rico
$2.48M
MJP
1030
Michael J. Puzo
$2.48M
OPCM
1031
Osborne Partners Capital Management
California
$2.48M
CIS
1032
Capital International Sarl
California
$2.48M
HIC
1033
Holderness Investments Company
North Carolina
$2.47M
BHPW
1034
Beverly Hills Private Wealth
California
$2.47M
BTI
1035
Blue Trust Inc
Georgia
$2.47M
SAM
1036
Sawgrass Asset Management
Florida
$2.45M
MCM
1037
Marsico Capital Management
Colorado
$2.44M
RCIM
1038
Red Cedar Investment Management
Michigan
$2.43M
NPT
1039
Nixon Peabody Trust
Massachusetts
$2.43M
WFC
1040
Western Financial Corp
California
$2.42M
OFS
1041
Oldfather Financial Services
Nebraska
$2.4M
VC
1042
Veracity Capital
Georgia
$2.38M
LFAS
1043
Level Four Advisory Services
Texas
$2.38M
TFCM
1044
Taylor Frigon Capital Management
Arizona
$2.37M
WKWM
1045
Walter & Keenan Wealth Management
Indiana
$2.37M
CSC
1046
Caldwell Sutter Capital
California
$2.34M
CAG
1047
Crestwood Advisors Group
Massachusetts
$2.34M
BWP
1048
Balboa Wealth Partners
Arizona
$2.34M
BA
1049
Birinyi Associates
Connecticut
$2.33M
WIA
1050
World Investment Advisors
California
$2.31M