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
EFG
1301
Everhart Financial Group
Ohio
$1.36M
SAI
1302
Savvy Advisors Inc
New York
$1.35M
SBFM
1303
S-Bank Fund Management
Finland
$1.35M
IA
1304
IFG Advisors
Missouri
$1.35M
JWCA
1305
J.W. Coons Advisors
Ohio
$1.35M
LWM
1306
Lyell Wealth Management
California
$1.34M
CGL
1307
Clarius Group LLC
Washington
$1.34M
I
1308
InvesTrust
Oklahoma
$1.34M
CBUSF
1309
Construction & Building Unions Superannuation Fund
Australia
$1.34M
JPWM
1310
Jamison Private Wealth Management
Georgia
$1.34M
RWM
1311
Riverbend Wealth Management
South Carolina
$1.33M
WBC
1312
Westpac Banking Corp
Australia
$1.33M
PSFG
1313
Prairie Sky Financial Group
Illinois
$1.33M
ANB
1314
Amarillo National Bank
Texas
$1.33M
Kayne Anderson Rudnick Investment Management
1315
Kayne Anderson Rudnick Investment Management
California
$1.32M
AWM
1316
Accurate Wealth Management
Florida
$1.32M
GM
1317
GeoWealth Management
Illinois
$1.32M
HIMS
1318
Hager Investment Management Services
New Hampshire
$1.32M
MSAM
1319
Moloney Securities Asset Management
Missouri
$1.32M
FW
1320
FullCircle Wealth
Texas
$1.32M
BDFN
1321
Bond & Devick Financial Network
Minnesota
$1.32M
LS
1322
Livforsakringsbolaget Skandia
Sweden
$1.31M
GKWIM
1323
Gerber Kawasaki Wealth & Investment Management
California
$1.31M
EI
1324
Ellevest Inc
New York
$1.31M
AC
1325
Apella Capital
Connecticut
$1.31M