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
IRC
1851
Investors Research Corp
Georgia
$486K
WAG
1852
Winthrop Advisory Group
Massachusetts
$485K
BL
1853
Balentine LLC
Georgia
$485K
ONST
1854
Old North State Trust
North Carolina
$484K
OC
1855
Optima Capital
Oregon
$483K
SFWC
1856
Strategic Family Wealth Counselors
New Jersey
$483K
6F
1857
626 Financial
Michigan
$483K
CT
1858
Clearstead Trust
Maine
$482K
MCM
1859
MV Capital Management
Maryland
$482K
CIA
1860
Compass Ion Advisors
Pennsylvania
$482K
NB
1861
Northwest Bancshares
Pennsylvania
$481K
CT
1862
ClearAlpha Technologies
Connecticut
$480K
JIP
1863
Jaffetilchin Investment Partners
Florida
$479K
BI
1864
Bramshill Investments
Florida
$478K
AAIM
1865
Asset Advisors Investment Management
Georgia
$478K
WA1
1866
Wimmer Associates 1
California
$478K
HP
1867
Holowesko Partners
Bahamas
$478K
HFS
1868
Heritage Financial Services
Massachusetts
$478K
KOC
1869
Koss-Olinger Consulting
Florida
$478K
RIM
1870
Redwood Investment Management
Arizona
$478K
PAS
1871
Professional Advisory Services
Florida
$478K
WAM
1872
Walker Asset Management
Missouri
$478K
RWP
1873
Revolve Wealth Partners
New Jersey
$476K
LC
1874
LCNB Corp
Ohio
$476K
EWS
1875
Evergreen Wealth Solutions
Pennsylvania
$475K