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
OW
1276
Olistico Wealth
Oklahoma
$1.41M
CAC
1277
Core Alternative Capital
Georgia
$1.41M
AL
1278
Aspiriant LLC
California
$1.41M
SPC
1279
Spirepoint Private Client
Florida
$1.41M
LFG
1280
Larson Financial Group
Missouri
$1.41M
SA
1281
Strategic Advisors
New York
$1.41M
RMC
1282
Resources Management Corp
Connecticut
$1.4M
HH
1283
Hilltop Holdings
Texas
$1.4M
MWM
1284
Meridian Wealth Management
Kentucky
$1.4M
AWA
1285
Aaron Wealth Advisors
Illinois
$1.4M
SA
1286
Strategic Advocates
Utah
$1.39M
EFS
1287
Essex Financial Services
Connecticut
$1.39M
SIC
1288
Salem Investment Counselors
North Carolina
$1.39M
MAA
1289
Mraz Amerine & Associates
California
$1.39M
FC
1290
Forte Capital
New York
$1.39M
BFC
1291
Bedel Financial Consulting
Indiana
$1.38M
V
1292
VeraBank
Texas
$1.37M
SC
1293
Schulhoff & Co
Ohio
$1.37M
AIM
1294
Alhambra Investment Management
Florida
$1.36M
EIM
1295
Ervin Investment Management
Washington
$1.36M
AB
1296
Atlas Brown
Kentucky
$1.36M
EFG
1297
Everhart Financial Group
Ohio
$1.36M
SAI
1298
Savvy Advisors Inc
New York
$1.35M
SBFM
1299
S-Bank Fund Management
Finland
$1.35M
IA
1300
IFG Advisors
Missouri
$1.35M