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 %
IB
2176
Intrust Bank
Kansas
$301K +$22.6K +71 +8%
NRC
2177
New Republic Capital
North Carolina
$301K +$14.7K +46 +5%
CPSAC
2178
Chas P. Smith & Associates (CPS)
Florida
$300K
BA
2179
Bellwether Advisors
Nebraska
$300K +$19.8K +62 +7%
OCM
2180
Orion Capital Management
California
$300K +$35.1K +110 +13%
TCM
2181
Traynor Capital Management
Pennsylvania
$299K +$299K +928 New
EIA
2182
Edgemoor Investment Advisors
Maryland
$299K +$5.42K +17 +2%
HA
2183
HC Advisors
Georgia
$299K
NSAM
2184
North Star Asset Management
Wisconsin
$299K -$125K -393 -30%
GPI
2185
General Partner Inc
Pennsylvania
$299K
CNTOF
2186
Canandaigua National Trust of Florida
New York
$298K +$298K +934 New
OWA
2187
Octavia Wealth Advisors
Ohio
$298K +$2.55K +8 +0.9%
RCG
2188
Ruane, Cunniff & Goldfarb
New York
$297K
EFG
2189
Ethos Financial Group
Pennsylvania
$296K +$63.8K +200 +28%
BOJHT
2190
Bank of Jackson Hole Trust
Wyoming
$295K +$67K +210 +29%
IBOK
2191
Independence Bank of Kentucky
Kentucky
$295K -$12.8K -40 -4%
KWM
2192
Kingsman Wealth Management
Florida
$295K -$59.9K -188 -17%
WWM
2193
WT Wealth Management
Arizona
$294K
ACA
2194
Ackerman Capital Advisors
Texas
$293K -$8.29K -26 -3%
NFP
2195
Narus Financial Partners
Utah
$293K +$49.1K +154 +20%
QWM
2196
Quadcap Wealth Management
Texas
$293K -$6.7K -21 -2%
SC
2197
Stephenson & Company
California
$293K
EA
2198
Everpar Advisors
Oklahoma
$293K +$43.1K +135 +17%
LCWP
2199
Legacy Capital Wealth Partners
Arkansas
$292K -$7.66K -24 -3%
BWP
2200
Barlow Wealth Partners
Kentucky
$292K