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
BCG
2101
Bravias Capital Group
New Jersey
$337K
EDRH
2102
Edmond de Rothschild Holding
Switzerland
$337K
GGI
2103
Godsey & Gibb Inc
Virginia
$337K
SFP
2104
Shepherd Financial Partners
Massachusetts
$336K
OFW
2105
Omnia Family Wealth
Florida
$335K
BA
2106
Bristlecone Advisors
Washington
$335K
FMII
2107
Farmers & Merchants Investments Inc
Nebraska
$335K
SHFP
2108
Second Half Financial Partners
Florida
$334K
OPPS
2109
Obsidian Personal Planning Solutions
Maryland
$333K
VC
2110
Veery Capital
Delaware
$333K
QIM
2111
Quantitative Investment Management
Virginia
$333K
PCM
2112
Park Capital Management
Wisconsin
$332K
NQWM
2113
Northwest Quadrant Wealth Management
Oregon
$332K
CFS
2114
CRA Financial Services
New Jersey
$332K
GWM
2115
Greenwich Wealth Management
Connecticut
$332K
LWA
2116
Lineweaver Wealth Advisors
Ohio
$331K
FWA
2117
Flagship Wealth Advisors
Massachusetts
$331K
ECA
2118
Elevated Capital Advisors
Utah
$328K
OIS
2119
OneAscent Investment Solutions
Alabama
$327K
NI
2120
NDVR Inc
Massachusetts
$327K
PMWMG
2121
Parr McKnight Wealth Management Group
Minnesota
$327K
AT
2122
American Trust
Kentucky
$327K
CCA
2123
Cottonwood Capital Advisors
Utah
$325K
SCM
2124
Stonebridge Capital Management
California
$325K
PCM
2125
Princeton Capital Management
New Jersey
$324K