AXP icon

American Express

2,686 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, 1,042 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: 2,5882,686 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,042 | Existing positions reduced: 956

0.84% more ownership

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

Holders
2,686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
VV
1551
Verity & Verity
South Carolina
$827K
CBT
1552
Central Bank & Trust
Kentucky
$826K
CAM
1553
Cidel Asset Management
Ontario, Canada
$820K
SCA
1554
Sippican Capital Advisors
Massachusetts
$816K
MWA
1555
Moser Wealth Advisors
Washington
$816K
AI
1556
Arvest Investments
Arkansas
$812K
MAM
1557
McLean Asset Management
Virginia
$805K
MCM
1558
Mattern Capital Management
Colorado
$804K
BWA
1559
Burt Wealth Advisors
Maryland
$804K
MWA
1560
Meridian Wealth Advisors
Texas
$800K
PVM
1561
Palogic Value Management
Texas
$799K
RMP
1562
Richards, Merrill & Peterson
Washington
$797K
SCM
1563
Sage Capital Management
New Jersey
$796K
MFA
1564
Millington Financial Advisors
Illinois
$794K
AA
1565
Auxano Advisors
Washington
$791K
DIP
1566
DT Investment Partners
Pennsylvania
$789K
OF
1567
Outfitter Financial
Maine
$785K
IC
1568
Iconiq Capital
California
$784K
WIA
1569
Westbourne Investment Advisors
Maryland
$776K
RZH
1570
Relyea Zuckerberg Hanson
Connecticut
$775K
KA
1571
Kozak & Associates
Colorado
$774K
Acadian Asset Management
1572
Acadian Asset Management
Massachusetts
$768K
LIA
1573
LS Investment Advisors
Michigan
$767K
ACM
1574
AUA Capital Management
Pennsylvania
$766K
CIM
1575
Confluence Investment Management
Missouri
$766K