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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
RA
2501
Rise Advisors
New York
$111K
BCMLT
2502
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K
HNW
2503
High Note Wealth
Minnesota
$109K
GG
2504
Gleason Group
Kentucky
$109K
GCM
2505
Gables Capital Management
Florida
$108K
FIM
2506
FWL Investment Management
Texas
$107K
PCFFS
2507
Pacific Center for Financial Services
California
$106K
Bank Julius Baer & Co
2508
Bank Julius Baer & Co
Switzerland
$102K
NCM
2509
Northwest Capital Management
Oregon
$99.8K
CBT
2510
Crews Bank & Trust
Florida
$99.5K
OPTFSNA
2511
Old Point Trust & Financial Services N A
Virginia
$96.3K
GWSA
2512
Global Wealth Strategies & Associates
Colorado
$96.3K
PB
2513
Pinnacle Bancorp
Nebraska
$93.8K
GK
2514
Graney & King
New York
$93.1K
C
2515
Covestor
United Kingdom
$93K
TC
2516
Tacita Capital
Ontario, Canada
$92.5K
RDFA
2517
Ritter Daniher Financial Advisory
Ohio
$91.9K
WOSD
2518
WFA of San Diego
California
$91.9K
PWMG
2519
Private Wealth Management Group
New Jersey
$90.6K
HC
2520
Hoese & Co
Minnesota
$89.3K
RF
2521
Rossby Financial
Florida
$87.4K
VWM
2522
Vermillion Wealth Management
Minnesota
$85.6K
MMCM
2523
Murphy & Mullick Capital Management
New York
$85.5K
AWM
2524
Accredited Wealth Management
Kentucky
$82.4K
WA
2525
WPG Advisers
Maryland
$81K