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
MFG
1526
Midwest Financial Group
Kansas
$872K
KP
1527
Keel Point
Alabama
$865K
NFSG
1528
Newbridge Financial Services Group
Florida
$864K
MCC
1529
Money Concepts Capital
Florida
$864K
HAIM
1530
Hunter Associates Investment Management
Pennsylvania
$862K
CFP
1531
Catalyst Financial Partners
Massachusetts
$862K
BDA
1532
Borer Denton & Associates
Pennsylvania
$857K
HIM
1533
Hillsdale Investment Management
Ontario, Canada
$855K
CM
1534
Castleark Management
Illinois
$853K
HA
1535
Herold Advisors
New York
$851K
PWA
1536
Provenance Wealth Advisors
Florida
$850K
AFC
1537
AFT Forsyth & Company
Florida
$847K
MA
1538
MCF Advisors
Kentucky
$845K
CTWM
1539
Cherry Tree Wealth Management
Minnesota
$844K
RFG
1540
RFP Financial Group
Georgia
$843K
AF
1541
Arrow Financial
New York
$840K
TAM
1542
Trillium Asset Management
Massachusetts
$840K
DDPIC
1543
Deroy & Devereaux Private Investment Counsel
Michigan
$839K
UIM
1544
Unified Investment Management
Georgia
$839K
WA
1545
Waddell & Associates
Tennessee
$838K
MSFS
1546
Main Street Financial Solutions
Pennsylvania
$835K
I
1547
InceptionR
California
$833K
EMB
1548
Elefante Mark B
$832K
UB
1549
Umpqua Bank
Oregon
$830K
PTB
1550
Pioneer Trust Bank
Oregon
$829K