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American Express

2,687 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, 1,043 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: 2,5892,687 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 956

0.84% more ownership

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

Holders
2,687
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
IPW
926
Inlet Private Wealth
Florida
$3.12M
IFWM
927
Institute for Wealth Management
Colorado
$3.12M
ECM
928
Evergreen Capital Management
Washington
$3.11M
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$3.11M
NAM
930
NTV Asset Management
West Virginia
$3.09M
IA
931
IFP Advisors
Florida
$3.08M
SWP
932
Strategic Wealth Partners
Ohio
$3.08M
RCAG
933
Rehmann Capital Advisory Group
Michigan
$3.08M
EHWM
934
Eads & Heald Wealth Management
Georgia
$3.08M
GC
935
Guardian Capital
Ontario, Canada
$3.06M
AA
936
Argent Advisors
Louisiana
$3.05M
HFM
937
Hartford Funds Management
Pennsylvania
$3.05M
MC
938
Moors & Cabot
Massachusetts
$3.05M
AG
939
Ascent Group
Virginia
$3.04M
RG
940
Rathbones Group
United Kingdom
$3.04M
PWM
941
Parkshore Wealth Management
California
$3.04M
SFO
942
Stenger Family Office
Illinois
$3.03M
DAS
943
Diversify Advisory Services
Utah
$3.03M
FSA
944
Financial Security Advisor
Virginia
$3.01M
BFA
945
Buttonwood Financial Advisors
Maryland
$3.01M
IC
946
IEQ Capital
California
$3.01M
LWM
947
Lodestone Wealth Management
Washington
$3.01M
FCM
948
Fire Capital Management
California
$3.01M
IAS
949
Insigneo Advisory Services
Florida
$3M
Envestnet Portfolio Solutions
950
Envestnet Portfolio Solutions
Illinois
$3M