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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
MWM
976
Mindset Wealth Management
Indiana
$2.82M
EAM
977
EFG Asset Management
Oregon
$2.82M
PWP
978
Principle Wealth Partners
Connecticut
$2.82M
Verition Fund Management
979
Verition Fund Management
Connecticut
$2.81M
SWMG
980
Signature Wealth Management Group
Georgia
$2.81M
NFA
981
Northern Financial Advisors
Michigan
$2.8M
RSWM
982
Robertson Stephens Wealth Management
California
$2.8M
FB
983
Fulton Bank
Pennsylvania
$2.79M
FHA
984
First Horizon Advisors
Tennessee
$2.79M
BRWA
985
B. Riley Wealth Advisors
Florida
$2.78M
AWA
986
Arete Wealth Advisors
Illinois
$2.77M
BFA
987
Beaumont Financial Advisors
Massachusetts
$2.75M
FHA
988
Flagship Harbor Advisors
Massachusetts
$2.74M
TCM
989
Twin Capital Management
Pennsylvania
$2.73M
IAMOG
990
Investors Asset Management of Georgia
Georgia
$2.72M
FFO
991
Fiduciary Family Office
Florida
$2.72M
TAM
992
Tealwood Asset Management
Minnesota
$2.71M
BAM
993
Berkshire Asset Management
Pennsylvania
$2.71M
KIM
994
Kestra Investment Management
Texas
$2.71M
PCG
995
Prosperity Consulting Group
Maryland
$2.71M
IWA
996
Icon Wealth Advisors
Texas
$2.71M
WWM
997
Western Wealth Management
Colorado
$2.7M
HCMG
998
Howard Capital Management Group
California
$2.69M
HR
999
Hardy Reed
Mississippi
$2.69M
SWA
1000
SOA Wealth Advisors
New York
$2.68M