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American Express

2,681 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, 954 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: 2,5882,681 (+93)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 954

0.8% more ownership

Funds ownership: 84.22%85.02% (+0.8%)

Holders
2,681
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
MBFW
2626
Morton Brown Family Wealth
Pennsylvania
$15.3K
BI
2627
Binnacle Investments
Iowa
$14.7K
TWD
2628
True Wealth Design
Ohio
$14.4K
ACM
2629
Anfield Capital Management
California
$14.4K
CWA
2630
Carolina Wealth Advisors
South Carolina
$14K
HCM
2631
Horrell Capital Management
Arkansas
$14K
YP
2632
YANKCOM Partnership
South Dakota
$13.7K
SHIM
2633
Stone House Investment Management
Pennsylvania
$13.5K
BDPWM
2634
Barnes Dennig Private Wealth Management
Ohio
$13.1K
BFS
2635
Bare Financial Services
Pennsylvania
$11.8K
SSG
2636
Summit Securities Group
New York
$11.5K
GIM
2637
Gold Investment Management
Alberta, Canada
$10.6K
VWA
2638
Valued Wealth Advisors
Utah
$10.6K
RTL
2639
Red Tortoise LLC
Georgia
$10.2K
DWA
2640
Delos Wealth Advisors
Texas
$9.89K
T
2641
Transce3nd
Texas
$9.89K
OA
2642
Operose Advisors
Wisconsin
$9.57K
VWM
2643
Valley Wealth Managers
New Jersey
$9.57K
KSB
2644
Kennebec Savings Bank
Maine
$9.25K
TFGT
2645
TS Financial Group (TSFG)
Illinois
$9K
HHGA
2646
Halbert Hargrove Global Advisors
California
$8.93K
FFA
2647
Frazier Financial Advisors
Ohio
$8.93K
AF
2648
Aviso Financial
Ontario, Canada
$8.61K
LFA
2649
LGT Financial Advisors
Texas
$8.61K
FUBT
2650
First United Bank & Trust
Maryland
$7.97K