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
AAS
1976
Annex Advisory Services
Wisconsin
$408K
CIS
1977
Custom Index Systems
New York
$408K
BOPW
1978
Brandywine Oak Private Wealth
Pennsylvania
$408K
4WM
1979
4J Wealth Management
Virginia
$408K
PMSA
1980
Patrick M. Sweeney & Associates
Illinois
$407K
HC
1981
Hamilton Capital
Ohio
$407K
WMA
1982
West Michigan Advisors
Michigan
$406K
DJYG
1983
David J. Yvars Group
Florida
$405K
AMG
1984
Advisors Management Group
Wisconsin
$405K
EPP
1985
ETF Portfolio Partners
Kansas
$405K
MHR
1986
Matthew Hamilton Rosenberg
$405K
PWP
1987
Phillips Wealth Planners
Mississippi
$404K
MCM
1988
Mainstream Capital Management
California
$404K
AWA
1989
Alta Wealth Advisors
Massachusetts
$403K
AWAU
1990
Alliance Wealth Advisors (Utah)
Utah
$402K
NL
1991
NWAM LLC
Washington
$401K
MF
1992
Manchester Financial
California
$401K
SCM
1993
Sterneck Capital Management
Missouri
$401K
BP
1994
BBR Partners
New York
$401K
HPM
1995
Hoxton Planning & Management
West Virginia
$401K
LW
1996
Libra Wealth
California
$400K
CMTU
1997
Capital Markets Trading (UK)
United Kingdom
$399K
KB
1998
Kimelman & Baird
New York
$399K
CAM
1999
Claret Asset Management
Quebec, Canada
$398K
TLA
2000
Tanglewood Legacy Advisors
Texas
$398K