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American Express

2,688 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,044 increasing their positions, 956 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: 2,5902,688 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
BFA
726
Bill Few Associates
Pennsylvania
$5.22M
ET
727
Entropy Technologies
New York
$5.22M
SWM
728
Salvus Wealth Management
New Jersey
$5.22M
DAS
729
Dynamic Advisor Solutions
Arizona
$5.21M
KCM
730
Kanawha Capital Management
Virginia
$5.21M
MLL
731
Moody Lynn & Lieberson
Massachusetts
$5.21M
GHAM
732
Gilman Hill Asset Management
Connecticut
$5.19M
VanEck Associates
733
VanEck Associates
New York
$5.19M
AWM
734
Apollon Wealth Management
South Carolina
$5.19M
DGM
735
Delta Global Management
New York
$5.18M
HWAM
736
Hennion & Walsh Asset Management
New Jersey
$5.17M
BAM
737
Brave Asset Management
New Jersey
$5.11M
DWM
738
Dakota Wealth Management
Florida
$5.1M
VA
739
Vident Advisory
Georgia
$5.09M
KCM
740
Kerusso Capital Management
North Carolina
$5.08M
SCA
741
Snowden Capital Advisors
New York
$5.07M
CCA
742
Catalyst Capital Advisors
New York
$5.05M
TLP
743
Trinity Legacy Partners
Texas
$5.05M
FPCP
744
Fort Point Capital Partners
California
$5.05M
SSW
745
Stone Summit Wealth
Florida
$5.04M
ECM
746
Everence Capital Management
Indiana
$5.04M
BFG
747
Bleakley Financial Group
New Jersey
$5.04M
CI
748
CX Institutional
Indiana
$5.02M
HCM
749
Hodges Capital Management
Texas
$5M
BWM
750
BNC Wealth Management
Oregon
$4.99M