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 %
COCM
2401
Charter Oak Capital Management
New Hampshire
$208K +$208K +652 New
EIA
2402
Eldridge Investment Advisors
New Hampshire
$208K +$208K +652 New
CAM
2403
Clark Asset Management
New Hampshire
$208K +$208K +652 New
FFO
2404
Fortitude Family Office
Arizona
$208K +$1.6K +5 +0.8%
CA
2405
Carson Advisory
Georgia
$207K +$207K +650 New
PWM
2406
PMG Wealth Management
Illinois
$207K +$207K +650 New
SIA
2407
Stegner Investment Associates
Kentucky
$207K +$207K +650 New
NPA
2408
Nichols & Pratt Advisers
Massachusetts
$207K +$207K +650 New
TWA
2409
Talisman Wealth Advisors
New Jersey
$207K +$207K +649 New
BWS
2410
Buck Wealth Strategies
Colorado
$207K +$207K +649 New
PW
2411
Potentia Wealth
California
$207K +$207K +649 New
FSCM
2412
Front Street Capital Management
Montana
$207K +$207K +650 New
KWA
2413
Kondo Wealth Advisors
California
$207K +$207K +641 New
TCA
2414
Trifecta Capital Advisors
Illinois
$207K +$10.2K +32 +5%
CPC
2415
Congress Park Capital
New York
$207K +$207K +648 New
IAS
2416
IMA Advisory Services
Colorado
$207K +$1.28K +4 +0.6%
AGC
2417
Aspen Grove Capital
Colorado
$207K +$207K +648 New
FWM
2418
FMB Wealth Management
California
$206K +$206K +646 New
CCAL
2419
City Center Advisors LLC
Michigan
$206K +$206K +645 New
LWM
2420
Lionshead Wealth Management
New York
$206K +$206K +645 New
FA
2421
Fiducient Advisors
Illinois
$205K +$205K +643 New
CA
2422
Claris Advisors
Missouri
$205K -$503K -1,577 -71%
GHA
2423
GW Henssler & Associates
Georgia
$205K +$205K +642 New
SW
2424
SMART Wealth
Nebraska
$204K -$1.08M -3,385 -84%
LB
2425
Legacy Bridge
Iowa
$204K