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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
IWMWV
2501
Ironwood Wealth Management (West Virginia)
West Virginia
$120K
GKIM
2502
GW&K Investment Management
Massachusetts
$118K
HCM
2503
Hollencrest Capital Management
California
$117K
BWM
2504
Bernard Wealth Management
Michigan
$117K
JFGIW
2505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K
MAM
2506
Meeder Asset Management
Ohio
$116K
CMP
2507
Coston McIsaac & Partners
Maine
$114K
Q1WB
2508
Quest 10 Wealth Builders
Virginia
$113K
OP
2509
ORG Partners
Indiana
$112K
CFD
2510
Creative Financial Designs
Indiana
$111K
RA
2511
Rise Advisors
New York
$111K
BCMLT
2512
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K
HNW
2513
High Note Wealth
Minnesota
$109K
GG
2514
Gleason Group
Kentucky
$109K
GCM
2515
Gables Capital Management
Florida
$108K
FIM
2516
FWL Investment Management
Texas
$107K
PCFFS
2517
Pacific Center for Financial Services
California
$106K
Bank Julius Baer & Co
2518
Bank Julius Baer & Co
Switzerland
$102K
NCM
2519
Northwest Capital Management
Oregon
$99.8K
CBT
2520
Crews Bank & Trust
Florida
$99.5K
OPTFSNA
2521
Old Point Trust & Financial Services N A
Virginia
$96.3K
GWSA
2522
Global Wealth Strategies & Associates
Colorado
$96.3K
PB
2523
Pinnacle Bancorp
Nebraska
$93.8K
GK
2524
Graney & King
New York
$93.1K
C
2525
Covestor
United Kingdom
$93K