AXP icon

American Express

2,671 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 1,039 increasing their positions, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,671
Holders Change
+85
Holders Change %
+3.29%
% of All Funds
35.8%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.42%
New
241
Increased
1,039
Reduced
949
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
VBFG
2001
Vishria Bird Financial Group
Tennessee
$391K +$9.57K +30 +3%
1WM
2002
1900 Wealth Management
Texas
$391K +$13.4K +42 +4%
CS
2003
Capital Square
Tennessee
$391K -$7.99K -25 -2%
RSVP
2004
Ramsay Stattman Vela & Price
Colorado
$391K -$1.91K -6 -0.5%
FCM
2005
Firestone Capital Management
Florida
$391K
BFG
2006
Bouchey Financial Group
New York
$391K +$3.83K +12 +1%
CSB
2007
City State Bank
Iowa
$390K
KFI
2008
Key Financial Inc
Pennsylvania
$390K
HBT
2009
Heartland Bank & Trust
Illinois
$389K
CWM
2010
Connecticut Wealth Management
Connecticut
$388K +$319 +1 +0.1%
RAM
2011
Redmond Asset Management
Virginia
$387K -$12.4K -39 -3%
CA
2012
Claro Advisors
Massachusetts
$386K -$436K -1,367 -53%
HWA
2013
HHM Wealth Advisors
Tennessee
$386K -$77.5K -243 -17%
SPWM
2014
Spartan Planning & Wealth Management
North Carolina
$385K +$385K +1,208 New
SMWM
2015
Silvia McColl Wealth Management
California
$385K
CAAS
2016
Capital Asset Advisory Services
Michigan
$384K +$10.3K +32 +3%
CFO
2017
CVA Family Office
Colorado
$384K +$17.5K +55 +5%
SIC
2018
Samalin Investment Counsel
New York
$384K +$1.92K +6 +0.5%
WQ
2019
Wealth Quarterback
New Jersey
$383K +$383K +1,202 New
OFG
2020
Omega Financial Group
California
$383K
SPAS
2021
Spectrum Planning & Advisory Services
California
$382K +$382K +1,197 New
APG
2022
Abacus Planning Group
South Carolina
$382K +$41.1K +129 +12%
MIC
2023
Means Investment Company
Maine
$381K +$319 +1 +0.1%
LSWP
2024
Liberty Square Wealth Partners
Pennsylvania
$381K
VC
2025
Vicus Capital
Pennsylvania
$379K -$331K -1,037 -47%