AXP icon

American Express

2,685 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, 1,041 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: 2,5882,685 (+97)

9% more repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,685
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
TC
1801
TFR Capital
Texas
$534K
TC
1802
Trilogy Capital
California
$533K
EWA
1803
Exencial Wealth Advisors
Oklahoma
$529K
MCWA
1804
Meadow Creek Wealth Advisors
Georgia
$528K
PFGIA
1805
Patriot Financial Group Insurance Agency
Massachusetts
$526K
FM
1806
Foster & Motley
Ohio
$525K
MPIA
1807
Mountain Pacific Investment Advisers
Idaho
$525K
AWA
1808
Acorn Wealth Advisors
Michigan
$524K
MSCM
1809
McElhenny Sheffield Capital Management
Texas
$524K
AA
1810
Ancora Advisors
Ohio
$524K
BMWM
1811
Brown Miller Wealth Management
Virginia
$523K
MSE
1812
MUFG Securities EMEA
United Kingdom
$522K
DP
1813
Dearborn Partners
Illinois
$521K
RWPA
1814
Richard W. Paul & Associates
Michigan
$517K
SOS
1815
Silver Oak Securities
Tennessee
$516K
PWS
1816
Peterson Wealth Services
Utah
$515K
RIM
1817
Rockbridge Investment Management
New York
$515K
CSPIA
1818
Cary Street Partners Investment Advisory
Virginia
$515K
RAM
1819
Readystate Asset Management
Illinois
$515K
CPIA
1820
Cornell Pochily Investment Advisors
New York
$513K
NFC
1821
Northeast Financial Consultants
Connecticut
$513K
MW
1822
MBL Wealth
North Carolina
$513K
PWW
1823
Pettyjohn Wood & White
Virginia
$511K
PAM
1824
Paradigm Asset Management
New York
$510K
IA
1825
Integrity Alliance
Iowa
$510K