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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
HA
1076
Huntleigh Advisors
Missouri
$2.15M
BFG
1077
Beacon Financial Group
Texas
$2.15M
APW
1078
Aurora Private Wealth
New Jersey
$2.15M
SF
1079
Symphony Financial
Texas
$2.14M
HCM
1080
Hall Capital Management
Rhode Island
$2.14M
GI
1081
GLOBALT Investments
Georgia
$2.14M
DWP
1082
Daymark Wealth Partners
Ohio
$2.13M
P
1083
Pitcairn
Pennsylvania
$2.13M
CFFP
1084
Center for Financial Planning
Michigan
$2.13M
AFG
1085
Atomi Financial Group
New York
$2.12M
ML
1086
McAdam LLC
Pennsylvania
$2.12M
IC
1087
Inkwell Capital
Florida
$2.11M
PI
1088
PFG Investments
New York
$2.09M
BP
1089
BNP Paribas
France
$2.09M
NWAG
1090
Net Worth Advisory Group
Utah
$2.09M
LDB
1091
Lee, Danner & Bass
Tennessee
$2.09M
ECML
1092
Eagle Capital Management (Louisiana)
Louisiana
$2.08M
CB
1093
Cadence Bank
Mississippi
$2.07M
CAG
1094
Csenge Advisory Group
Florida
$2.06M
SP
1095
Stablepoint Partners
Massachusetts
$2.05M
PTC
1096
Private Trust Company
Ohio
$2.05M
VA
1097
VestGen Advisors
Illinois
$2.05M
AC
1098
Avestar Capital
New York
$2.05M
TAM
1099
Trust Asset Management
Texas
$2.05M
MT
1100
Midwest Trust
Kansas
$2.04M