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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
RFS
2551
Richardson Financial Services
Massachusetts
$71.6K
AWM
2552
AllSquare Wealth Management
New York
$71.5K
TIM
2553
Total Investment Management
Arizona
$71.5K
FG
2554
Fairman Group
Pennsylvania
$70.2K
JFA
2555
JNBA Financial Advisors
Minnesota
$68.3K
FPF
2556
First Pacific Financial
Washington
$66.3K
PP
2557
PFS Partners
New Jersey
$65.5K
JGIA
2558
Jackson Grant Investment Advisers
Connecticut
$64.8K
CCC
2559
Chelsea Counsel Company
California
$63.8K
SA
2560
SRH Advisors
Kansas
$63.8K
NRWA
2561
North Ridge Wealth Advisors
Oregon
$63.8K
IIM
2562
Intact Investment Management
Quebec, Canada
$63.8K
IFS
2563
Intelligent Financial Strategies
Minnesota
$61.9K
ACA
2564
Atlas Capital Advisors
Wyoming
$57.7K
FMP
2565
Financial Management Professionals
Texas
$57.4K
RA
2566
Rational Advisors
New York
$57.4K
DF
2567
Dunhill Financial
United Kingdom
$56.9K
FNWA
2568
Financial Network Wealth Advisors
Utah
$55.1K
RTC
2569
Riverview Trust Company
Washington
$53.9K
RWM
2570
Rialto Wealth Management
New York
$53.6K
KG
2571
Kilter Group
New York
$53.6K
CWP
2572
Concord Wealth Partners
Virginia
$53.3K
AWM
2573
Abound Wealth Management
Tennessee
$53.2K
IRAG
2574
Investment Research & Advisory Group
Georgia
$53K
EC
2575
Elequin Capital
New York
$52.6K