AXP icon

American Express

2,683 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, 1,040 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: 2,5882,683 (+95)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,683
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
T
2401
TOBAM
France
$211K
Betterment LLC
2402
Betterment LLC
New York
$211K
PFG
2403
Pinnacle Financial Group
Illinois
$211K
WCMN
2404
Westchester Capital Management (Nebraska)
Nebraska
$211K
RW
2405
RVW Wealth
California
$211K
TFA
2406
Trinity Financial Advisors
Ohio
$211K
DCM
2407
Donaldson Capital Management
Indiana
$210K
GFG
2408
Goldstone Financial Group
Illinois
$210K
FC
2409
Fusion Capital
South Carolina
$209K
AIS
2410
AM Investment Strategies
Tennessee
$209K
HKAM
2411
Horizon Kinetics Asset Management
New York
$209K
COCM
2412
Charter Oak Capital Management
New Hampshire
$208K
EIA
2413
Eldridge Investment Advisors
New Hampshire
$208K
CAM
2414
Clark Asset Management
New Hampshire
$208K
FFO
2415
Fortitude Family Office
Arizona
$208K
CA
2416
Carson Advisory
Georgia
$207K
PWM
2417
PMG Wealth Management
Illinois
$207K
SIA
2418
Stegner Investment Associates
Kentucky
$207K
NPA
2419
Nichols & Pratt Advisers
Massachusetts
$207K
TWA
2420
Talisman Wealth Advisors
New Jersey
$207K
BWS
2421
Buck Wealth Strategies
Colorado
$207K
PW
2422
Potentia Wealth
California
$207K
FSCM
2423
Front Street Capital Management
Montana
$207K
KWA
2424
Kondo Wealth Advisors
California
$207K
TCA
2425
Trifecta Capital Advisors
Illinois
$207K