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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
SFO
1151
Stokes Family Office
Louisiana
$1.79M
HWM
1152
Hohimer Wealth Management
Washington
$1.78M
LCG
1153
Lakeshore Capital Group
Illinois
$1.78M
GAM
1154
Groupama Asset Management
France
$1.77M
KCM
1155
KRS Capital Management
Michigan
$1.77M
LWL
1156
Leo Wealth LLC
Texas
$1.77M
PPWM
1157
Paragon Private Wealth Management
Kentucky
$1.77M
NWM
1158
Northcape Wealth Management
New York
$1.76M
IA
1159
Icon Advisers
Colorado
$1.75M
PPWP
1160
Premier Path Wealth Partners
New Jersey
$1.75M
I
1161
INVST
Indiana
$1.75M
AIC
1162
Argus Investors Counsel
New York
$1.75M
CA
1163
Crewe Advisors
Utah
$1.74M
ACM
1164
Advisors Capital Management
New Jersey
$1.74M
CI
1165
Cigna Investments
Connecticut
$1.74M
ABWM
1166
Alpine Bank Wealth Management
Colorado
$1.74M
CAM
1167
Cozad Asset Management
Illinois
$1.73M
NIA
1168
NBZ Investment Advisors
Tennessee
$1.73M
WA
1169
Wealth Alliance
New York
$1.73M
RE
1170
Rydar Equities
Texas
$1.73M
LWCFA
1171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M
CFGA
1172
Cambridge Financial Group (Arizona)
Arizona
$1.72M
GWMR
1173
GC Wealth Management RIA
Massachusetts
$1.71M
NG
1174
Norden Group
Utah
$1.71M
SCM
1175
Sirios Capital Management
Massachusetts
$1.71M