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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
PWA
2676
Principia Wealth Advisory
Texas
$5.74K
EWA
2677
EQ Wealth Advisors
Texas
$4.98K
HIA
2678
HFM Investment Advisors
New Jersey
$4.79K
QWM
2679
Quaker Wealth Management
New Jersey
$4.79K
KWM
2680
Kiker Wealth Management
Georgia
$4.15K
PWM
2681
Parkworth Wealth Management
California
$4.15K
WA
2682
WestEnd Advisors
North Carolina
$3.83K
DI
2683
DAGCO Inc
Ohio
$3.51K
PA
2684
Pineridge Advisors
Missouri
$3.51K
WAS
2685
Winch Advisory Services
Wisconsin
$3.31K
PCM
2686
Perritt Capital Management
Illinois
$3.19K
PS
2687
PayPay Securities
Japan
$3.19K
BMC
2688
Bear Mountain Capital
Washington
$3.11K
AP
2689
Aspect Partners
Virginia
$2.87K
CWM
2690
Copia Wealth Management
Oregon
$2.23K
HC
2691
Hara Capital
Washington
$1.59K
BGWM
2692
Bridge Generations Wealth Management
Florida
$1.28K
RBC
2693
Roble Belko & Company
Pennsylvania
$1K
TFA
2694
Transamerica Financial Advisors
Florida
$793
CFP
2695
Comprehensive Financial Planning
Pennsylvania
$321
MIM
2696
MetLife Investment Management
New Jersey
CF
2697
Corebridge Financial
Texas
PI
2698
PGGM Investments
Netherlands
ACM
2699
Anomaly Capital Management
New York
Tudor Investment Corp
2700
Tudor Investment Corp
Connecticut