AXP icon

American Express

2,687 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, 1,043 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: 2,5892,687 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 956

0.84% more ownership

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

Holders
2,687
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
GCWM
1226
Guided Capital Wealth Management
Texas
$1.56M
CPG
1227
Cornerstone Planning Group
New Jersey
$1.56M
FDS
1228
First Dallas Securities
Texas
$1.55M
EWA
1229
EverSource Wealth Advisors
Alabama
$1.55M
OFS
1230
Orrstown Financial Services
Pennsylvania
$1.54M
FCP
1231
Fidelis Capital Partners
Florida
$1.54M
SAM
1232
Sompo Asset Management
Japan
$1.54M
BAM
1233
Beaumont Asset Management
Texas
$1.54M
CT
1234
Colonial Trust
South Carolina
$1.54M
WC
1235
Woodstock Corp
Massachusetts
$1.54M
A
1236
Argentarii
Ohio
$1.53M
CFG
1237
Carr Financial Group
Massachusetts
$1.53M
SB
1238
Simmons Bank
Arkansas
$1.53M
MWA
1239
Muirfield Wealth Advisors
North Carolina
$1.52M
BAM
1240
Boyar Asset Management
New York
$1.52M
SFA
1241
Souders Financial Advisors
Ohio
$1.52M
MDA
1242
Minot DeBlois Advisors
Massachusetts
$1.51M
MAM
1243
Mystic Asset Management
Rhode Island
$1.51M
NIG
1244
NFJ Investment Group
Texas
$1.51M
LCS
1245
Levin Capital Strategies
New York
$1.5M
GL
1246
Graypoint LLC
New York
$1.5M
NSIM
1247
North Star Investment Management
Illinois
$1.49M
DM
1248
Delphi Management
Massachusetts
$1.49M
TWA
1249
TCI Wealth Advisors
Arizona
$1.49M
IP
1250
Ignite Planners
California
$1.49M