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
CD
1626
Chapin Davis
Maryland
$707K
HCM
1627
Howland Capital Management
Massachusetts
$707K
RIG
1628
RiverFront Investment Group
Virginia
$707K
BCG
1629
Breakwater Capital Group
New Jersey
$706K
TWP
1630
Tower Wealth Partners
Pennsylvania
$706K
HBW
1631
Hazlett, Burt & Watson
West Virginia
$705K
BFG
1632
Berger Financial Group
Minnesota
$702K
SNBOSD
1633
Security National Bank of So Dak
Iowa
$702K
EFSCE
1634
Enterprise Financial Services Corp (EFSC)
Missouri
$700K
CCA
1635
Coign Capital Advisors
Utah
$699K
QPW
1636
Quantum Private Wealth
Florida
$699K
CNB
1637
Camden National Bank
Maine
$697K
AIM
1638
Acropolis Investment Management
Missouri
$694K
SW
1639
Simplicity Wealth
New Jersey
$693K
CAGAS
1640
Capital Advisory Group Advisory Services
Minnesota
$692K
BHWM
1641
Bar Harbor Wealth Management
New Hampshire
$691K
BSB
1642
Bangor Savings Bank
Maine
$691K
PIA
1643
Perennial Investment Advisors
California
$689K
WMWM
1644
Whitaker-Myers Wealth Managers
Ohio
$689K
WS
1645
Wela Strategies
Georgia
$686K
PCM
1646
Polymer Capital Management
New York
$684K
AC
1647
Addison Capital
Pennsylvania
$684K
CG
1648
Curat Global
New Hampshire
$683K
WWA
1649
Wisconsin Wealth Advisors
Wisconsin
$682K
CCG
1650
Cypress Capital Group
Florida
$682K