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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
CW
2651
Curio Wealth
Maryland
$7.97K
AP
2652
Atwood & Palmer
Missouri
$7.66K
LIA
2653
Luken Investment Analytics
Tennessee
$7.02K
HAP
2654
Harbor Asset Planning
Massachusetts
$7.02K
NWM
2655
Nova Wealth Management
Florida
$6.95K
MAS
2656
MPWM Advisory Solutions
Georgia
$6.7K
MSFP
2657
Mark Sheptoff Financial Planning
Connecticut
$6.7K
YAL
2658
Your Advocates Ltd
Texas
$6.43K
TCM
2659
Traub Capital Management
Massachusetts
$6.38K
IA
2660
IFS Advisors
Kansas
$6.38K
RPA
2661
Redwood Park Advisors
California
$5.74K
PWA
2662
Principia Wealth Advisory
Texas
$5.74K
EWA
2663
EQ Wealth Advisors
Texas
$4.98K
HIA
2664
HFM Investment Advisors
New Jersey
$4.79K
QWM
2665
Quaker Wealth Management
New Jersey
$4.79K
KWM
2666
Kiker Wealth Management
Georgia
$4.15K
PWM
2667
Parkworth Wealth Management
California
$4.15K
WA
2668
WestEnd Advisors
North Carolina
$3.83K
PA
2669
Pineridge Advisors
Missouri
$3.51K
DI
2670
DAGCO Inc
Ohio
$3.51K
WAS
2671
Winch Advisory Services
Wisconsin
$3.31K
PCM
2672
Perritt Capital Management
Illinois
$3.19K
PS
2673
PayPay Securities
Japan
$3.19K
BMC
2674
Bear Mountain Capital
Washington
$3.11K
AP
2675
Aspect Partners
Virginia
$2.87K