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
PL
1326
Plancorp LLC
Missouri
$1.29M
OC
1327
Oakworth Capital
Alabama
$1.29M
EAM
1328
Evanson Asset Management
California
$1.29M
WCM
1329
Winebrenner Capital Management
Kentucky
$1.29M
IIM
1330
Ipswich Investment Management
Massachusetts
$1.29M
TWM
1331
Trueblood Wealth Management
Ohio
$1.28M
LCM
1332
Lazari Capital Management
California
$1.28M
WF
1333
Whelan Financial
California
$1.28M
MP
1334
Moment Partners
California
$1.28M
UM
1335
Ulysses Management
New York
$1.28M
FIA
1336
FNY Investment Advisers
New York
$1.27M
PA
1337
Promethium Advisors
Maryland
$1.27M
NLP
1338
Next Level Private
New York
$1.27M
EPIM
1339
Evelyn Partners Investment Management
$1.26M
OCM
1340
Orleans Capital Management
Louisiana
$1.26M
SIA
1341
Strategic Investment Advisors
Michigan
$1.26M
AFG
1342
Allegheny Financial Group
Pennsylvania
$1.25M
CANC
1343
Culbertson A N & Co
Virginia
$1.25M
TC
1344
TownSquare Capital
Utah
$1.24M
SIM
1345
Seaview Investment Managers
Florida
$1.24M
SI
1346
Saxon Interests
Texas
$1.24M
BAM
1347
Blueshift Asset Management
New Jersey
$1.24M
BIM
1348
Bridges Investment Management
Nebraska
$1.23M
SB
1349
Sunflower Bank
Texas
$1.23M
BAM
1350
Byrne Asset Management
New Jersey
$1.23M