AXP icon

American Express

2,695 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, 1,046 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: 2,5952,695 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 958

0.6% more ownership

Funds ownership: 84.24%84.84% (+0.6%)

Holders
2,695
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
RL
2376
Retireful LLC
Michigan
$226K
T
2377
Tidemark
California
$225K
FFC
2378
Frederick Financial Consultants
Maryland
$225K
AFA
2379
American Financial Advisors
Georgia
$224K
MAG
2380
M3 Advisory Group
Massachusetts
$224K
CCWM
2381
Correct Capital Wealth Management
Missouri
$223K
BMCM
2382
Burns Matteson Capital Management
New York
$223K
PCM
2383
Pointe Capital Management
Michigan
$223K
PHWM
2384
Pine Harbor Wealth Management
Maryland
$223K
PVAMC
2385
PPS&V Asset Management Consultants
Michigan
$223K
TF
2386
Trek Financial
Arizona
$223K
OBGC
2387
O'Brien Greene & Co
Pennsylvania
$222K
AW
2388
Avion Wealth
Texas
$221K
EFL
2389
ERn Financial LLC
Wisconsin
$221K
LI
2390
LRI Investments
Florida
$220K
FCM
2391
Fourpath Capital Management
Oklahoma
$219K
GCA
2392
Gradient Capital Advisors
California
$219K
FMTCOCP
2393
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K
OBWG
2394
Onyx Bridge Wealth Group
New York
$219K
RFN
2395
Redwood Financial Network
Ohio
$218K
PWMG
2396
Prestige Wealth Management Group
New Jersey
$218K
RWA
2397
Rooted Wealth Advisors
Illinois
$217K
ST
2398
Somerset Trust
Pennsylvania
$217K
SPP
2399
Single Point Partners
Massachusetts
$217K
SI
2400
Seeds Investor
New York
$217K