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American Express

2,696 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, 1,047 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
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
NL
926
NVWM LLC
Pennsylvania
$3.13M
IPW
927
Inlet Private Wealth
Florida
$3.12M
IFWM
928
Institute for Wealth Management
Colorado
$3.12M
ECM
929
Evergreen Capital Management
Washington
$3.11M
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$3.11M
NAM
931
NTV Asset Management
West Virginia
$3.09M
IA
932
IFP Advisors
Florida
$3.08M
SWP
933
Strategic Wealth Partners
Ohio
$3.08M
RCAG
934
Rehmann Capital Advisory Group
Michigan
$3.08M
EHWM
935
Eads & Heald Wealth Management
Georgia
$3.08M
GC
936
Guardian Capital
Ontario, Canada
$3.06M
AA
937
Argent Advisors
Louisiana
$3.05M
HFM
938
Hartford Funds Management
Pennsylvania
$3.05M
MC
939
Moors & Cabot
Massachusetts
$3.05M
AG
940
Ascent Group
Virginia
$3.04M
RG
941
Rathbones Group
United Kingdom
$3.04M
PWM
942
Parkshore Wealth Management
California
$3.04M
SFO
943
Stenger Family Office
Illinois
$3.03M
DAS
944
Diversify Advisory Services
Utah
$3.03M
FSA
945
Financial Security Advisor
Virginia
$3.01M
BFA
946
Buttonwood Financial Advisors
Maryland
$3.01M
IC
947
IEQ Capital
California
$3.01M
LWM
948
Lodestone Wealth Management
Washington
$3.01M
FCM
949
Fire Capital Management
California
$3.01M
IAS
950
Insigneo Advisory Services
Florida
$3M