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
SN
1951
Sittner & Nelson
Oregon
$423K
OF
1952
Optimize Financial
California
$423K
PG
1953
Prostatis Group
Maryland
$423K
MWM
1954
MinichMacGregor Wealth Management
New York
$422K
SHJ
1955
Sharkey, Howes & Javer
Colorado
$421K
WP
1956
WealthShield Partners
North Carolina
$421K
SEA
1957
Stegent Equity Advisors
Texas
$421K
CAL
1958
Capital Advisors Ltd
Ohio
$420K
MCM
1959
Mendel Capital Management
Arkansas
$420K
OFG
1960
Oxford Financial Group
Indiana
$419K
AWP
1961
Accretive Wealth Partners
New Jersey
$418K
PI
1962
PineBridge Investments
New York
$416K
AFT
1963
Alpha Family Trust
California
$416K
KFA
1964
Kapstone Financial Advisors
Ohio
$416K
KWM
1965
Keebeck Wealth Management
Illinois
$416K
NFG
1966
Nations Financial Group
Iowa
$416K
AF
1967
Apollon Financial
South Carolina
$416K
CIAS
1968
Capital Investment Advisory Services
North Carolina
$416K
ISWM
1969
Independent Solutions Wealth Management
New York
$415K
FA
1970
Fagan Associates
New York
$415K
SAA
1971
Southeast Asset Advisors
Georgia
$413K
VWM
1972
Vigilare Wealth Management
Arizona
$412K
WDC
1973
Woodward Diversified Capital
California
$411K
BWM
1974
Birchcreek Wealth Management
Ohio
$411K
WBC
1975
West Branch Capital
Massachusetts
$411K