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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
CCC
2551
Chelsea Counsel Company
California
$63.8K
SA
2552
SRH Advisors
Kansas
$63.8K
IIM
2553
Intact Investment Management
Quebec, Canada
$63.8K
IFS
2554
Intelligent Financial Strategies
Minnesota
$61.9K
ACA
2555
Atlas Capital Advisors
Wyoming
$57.7K
FMP
2556
Financial Management Professionals
Texas
$57.4K
RA
2557
Rational Advisors
New York
$57.4K
DF
2558
Dunhill Financial
United Kingdom
$56.9K
FNWA
2559
Financial Network Wealth Advisors
Utah
$55.1K
RTC
2560
Riverview Trust Company
Washington
$53.9K
RWM
2561
Rialto Wealth Management
New York
$53.6K
KG
2562
Kilter Group
New York
$53.6K
CWP
2563
Concord Wealth Partners
Virginia
$53.3K
AWM
2564
Abound Wealth Management
Tennessee
$53.2K
IRAG
2565
Investment Research & Advisory Group
Georgia
$53K
EC
2566
Elequin Capital
New York
$52.6K
FCG
2567
Financial Connections Group
California
$52K
TCM
2568
Tradewinds Capital Management
Washington
$50.4K
SA
2569
Scarborough Advisors
Maryland
$49.9K
GA
2570
GoalVest Advisory
New York
$48.8K
BCFD
2571
Boit C.F. David
$48.6K
MSG
2572
Main Street Group
Virginia
$48K
UBP
2573
Union Bancaire Privee
Switzerland
$47.6K
RF
2574
Roxbury Financial
New Jersey
$45.6K
GWSG
2575
GPS Wealth Strategies Group
Colorado
$44.7K