AXP icon

American Express

2,684 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 244 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: 2,5882,684 (+96)

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
2,684
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
CIP
2051
Convergence Investment Partners
Florida
$367K
EGA
2052
E&G Advisors
Texas
$367K
MC
2053
Middleton & Co
Massachusetts
$367K
PIP
2054
Peachtree Investment Partners
Florida
$365K
PCWA
2055
Pacific Capital Wealth Advisors
California
$364K
AC
2056
Allstate Corporation
Illinois
$362K
CG
2057
Clifford Group
Massachusetts
$362K
HI
2058
Hudock Inc
Pennsylvania
$361K
UFA
2059
Uptown Financial Advisors
Texas
$359K
ATS
2060
Ashton Thomas Securities
New York
$359K
SSC
2061
Syverson Strege & Co
Iowa
$359K
AIM
2062
Advyzon Investment Management
Illinois
$358K
OCM
2063
Osterweis Capital Management
California
$358K
LL
2064
LPWM LLC
Minnesota
$358K
PGAM
2065
Princeton Global Asset Management
New Jersey
$357K
KIG
2066
Kessler Investment Group
Indiana
$357K
TPA
2067
Trivium Point Advisory
Connecticut
$356K
EFG
2068
Ehrlich Financial Group
California
$356K
IC
2069
Inscription Capital
Texas
$356K
SWTS
2070
Stonehaven Wealth & Tax Solutions
Wisconsin
$355K
CMF
2071
Counterpoint Mutual Funds
California
$355K
SSWM
2072
Strait & Sound Wealth Management
California
$353K
CL
2073
COWA LLC
Oklahoma
$352K
HIIFS
2074
Harel Insurance Investments & Financial Services
Israel
$352K
PCA
2075
Providence Capital Advisors
North Carolina
$352K