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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
GIM
2651
Gold Investment Management
Alberta, Canada
$10.6K
VWA
2652
Valued Wealth Advisors
Utah
$10.6K
RTL
2653
Red Tortoise LLC
Georgia
$10.2K
DWA
2654
Delos Wealth Advisors
Texas
$9.89K
T
2655
Transce3nd
Texas
$9.89K
VWM
2656
Valley Wealth Managers
New Jersey
$9.57K
OA
2657
Operose Advisors
Wisconsin
$9.57K
KSB
2658
Kennebec Savings Bank
Maine
$9.25K
TFGT
2659
TS Financial Group (TSFG)
Illinois
$9K
HHGA
2660
Halbert Hargrove Global Advisors
California
$8.93K
FFA
2661
Frazier Financial Advisors
Ohio
$8.93K
AF
2662
Aviso Financial
Ontario, Canada
$8.61K
LFA
2663
LGT Financial Advisors
Texas
$8.61K
FUBT
2664
First United Bank & Trust
Maryland
$7.97K
CW
2665
Curio Wealth
Maryland
$7.97K
AP
2666
Atwood & Palmer
Missouri
$7.66K
LIA
2667
Luken Investment Analytics
Tennessee
$7.02K
HAP
2668
Harbor Asset Planning
Massachusetts
$7.02K
NWM
2669
Nova Wealth Management
Florida
$6.95K
MAS
2670
MPWM Advisory Solutions
Georgia
$6.7K
MSFP
2671
Mark Sheptoff Financial Planning
Connecticut
$6.7K
YAL
2672
Your Advocates Ltd
Texas
$6.43K
TCM
2673
Traub Capital Management
Massachusetts
$6.38K
IA
2674
IFS Advisors
Kansas
$6.38K
RPA
2675
Redwood Park Advisors
California
$5.74K