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
GFA
2151
Gallagher Fiduciary Advisors
Illinois
$316K
AIA
2152
Allied Investment Advisors
Montana
$315K
WAM
2153
Weatherly Asset Management
California
$314K
NF
2154
NavPoint Financial
Minnesota
$313K
CAS
2155
CTC Alternative Strategies
Illinois
$313K
S
2156
Sunpointe
Missouri
$312K
MCM
2157
Monument Capital Management
Virginia
$312K
HFS
2158
Hantz Financial Services
Michigan
$312K
HA
2159
Hofer & Associates
California
$312K
MC
2160
Marest Capital
California
$311K
VIM
2161
Vista Investment Management
Pennsylvania
$311K
FPW
2162
Fairvoy Private Wealth
Alabama
$310K
HFS
2163
Hopwood Financial Services
Virginia
$310K
EWM
2164
EPG Wealth Management
Georgia
$310K
TA
2165
TFB Advisors
Kansas
$309K
SA
2166
Sovran Advisors
California
$309K
CF
2167
Claris Financial
Virginia
$309K
RFM
2168
Royal Fund Management
Florida
$308K
EBA
2169
Eagle Bay Advisors
New York
$308K
AA
2170
Acorns Advisers
California
$308K
CA
2171
Cornerstone Advisory
Maryland
$308K
WCM
2172
Wedge Capital Management
North Carolina
$307K
HG
2173
Harbor Group
New Hampshire
$307K
BWG
2174
Berry Wealth Group
Texas
$306K
FCA
2175
FLC Capital Advisors
California
$305K