AXP icon

American Express

2,696 hedge funds and large institutions have $190B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,047 increasing their positions, 958 reducing their positions, and 110 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
TPA
2076
Trivium Point Advisory
Connecticut
$356K
EFG
2077
Ehrlich Financial Group
California
$356K
IC
2078
Inscription Capital
Texas
$356K
SWTS
2079
Stonehaven Wealth & Tax Solutions
Wisconsin
$355K
CMF
2080
Counterpoint Mutual Funds
California
$355K
SSWM
2081
Strait & Sound Wealth Management
California
$353K
CL
2082
COWA LLC
Oklahoma
$352K
HIIFS
2083
Harel Insurance Investments & Financial Services
Israel
$352K
PCA
2084
Providence Capital Advisors
North Carolina
$352K
MMHP
2085
Murphy Middleton Hinkle & Parker
Georgia
$351K
PWP
2086
Perfromance Wealth Partners
Illinois
$351K
KWA
2087
Kellett Wealth Advisors
Ohio
$349K
WFA
2088
Wellspring Financial Advisors
Ohio
$349K
AFM
2089
Aspetuck Financial Management
Connecticut
$349K
NAMNJ
2090
NorthStar Asset Management (New Jersey)
New Jersey
$348K
FBT
2091
First Bankers Trust
Kentucky
$348K
TA
2092
TruWealth Advisors
Louisiana
$347K
PCMC
2093
Paragon Capital Management (Colorado)
Colorado
$347K
TC
2094
Truvestments Capital
Florida
$347K
RIA
2095
Regal Investment Advisors
Michigan
$346K
GWP
2096
Gateway Wealth Partners
Wisconsin
$346K
DOA
2097
D'Orazio & Associates
Virginia
$346K
BCM
2098
BTC Capital Management
Iowa
$346K
LI
2099
Lafayette Investments
Maryland
$345K
GIA
2100
Guyasuta Investment Advisors
Pennsylvania
$344K