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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
FNBT
976
FineMark National Bank & Trust
Florida
$2.82M
MWM
977
Mindset Wealth Management
Indiana
$2.82M
EAM
978
EFG Asset Management
Oregon
$2.82M
PWP
979
Principle Wealth Partners
Connecticut
$2.82M
Verition Fund Management
980
Verition Fund Management
Connecticut
$2.81M
SWMG
981
Signature Wealth Management Group
Georgia
$2.81M
NFA
982
Northern Financial Advisors
Michigan
$2.8M
RSWM
983
Robertson Stephens Wealth Management
California
$2.8M
FB
984
Fulton Bank
Pennsylvania
$2.79M
FHA
985
First Horizon Advisors
Tennessee
$2.79M
BRWA
986
B. Riley Wealth Advisors
Florida
$2.78M
AWA
987
Arete Wealth Advisors
Illinois
$2.77M
BFA
988
Beaumont Financial Advisors
Massachusetts
$2.75M
FHA
989
Flagship Harbor Advisors
Massachusetts
$2.74M
TCM
990
Twin Capital Management
Pennsylvania
$2.73M
IAMOG
991
Investors Asset Management of Georgia
Georgia
$2.72M
FFO
992
Fiduciary Family Office
Florida
$2.72M
TAM
993
Tealwood Asset Management
Minnesota
$2.71M
BAM
994
Berkshire Asset Management
Pennsylvania
$2.71M
KIM
995
Kestra Investment Management
Texas
$2.71M
PCG
996
Prosperity Consulting Group
Maryland
$2.71M
IWA
997
Icon Wealth Advisors
Texas
$2.71M
WWM
998
Western Wealth Management
Colorado
$2.7M
HCMG
999
Howard Capital Management Group
California
$2.69M
HR
1000
Hardy Reed
Mississippi
$2.69M