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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
HWM
2626
HighMark Wealth Management
Minnesota
$20.1K
RL
2627
Rogco LP
Oklahoma
$19.1K
GCGDR
2628
Geo Capital Gestora de Recursos
Brazil
$19K
PMIM
2629
Prudent Man Investment Management
Colorado
$19K
HC
2630
Hurley Capital
New York
$18.2K
EPIMS
2631
Evelyn Partners Investment Management Services
$17.5K
WCM
2632
WealthTrak Capital Management
Virginia
$17.5K
DPW
2633
DiNuzzo Private Wealth
Pennsylvania
$16.6K
LWMI
2634
Legacy Wealth Management (Idaho)
Idaho
$15.9K
ETS
2635
ESL Trust Services
New York
$15.9K
LIS
2636
Legacy Investment Solutions
Idaho
$15.9K
CWM
2637
CarsonAllaria Wealth Management
Illinois
$15.4K
SIC
2638
SJS Investment Consulting
Ohio
$15.3K
MBFW
2639
Morton Brown Family Wealth
Pennsylvania
$15.3K
RWA
2640
Redmont Wealth Advisors
Illinois
$15K
BI
2641
Binnacle Investments
Iowa
$14.7K
TWD
2642
True Wealth Design
Ohio
$14.4K
ACM
2643
Anfield Capital Management
California
$14.4K
HCM
2644
Horrell Capital Management
Arkansas
$14K
CWA
2645
Carolina Wealth Advisors
South Carolina
$14K
YP
2646
YANKCOM Partnership
South Dakota
$13.7K
SHIM
2647
Stone House Investment Management
Pennsylvania
$13.5K
BDPWM
2648
Barnes Dennig Private Wealth Management
Ohio
$13.1K
BFS
2649
Bare Financial Services
Pennsylvania
$11.8K
SSG
2650
Summit Securities Group
New York
$11.5K