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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
GWMR
1176
GC Wealth Management RIA
Massachusetts
$1.71M
NG
1177
Norden Group
Utah
$1.71M
SCM
1178
Sirios Capital Management
Massachusetts
$1.71M
BOH
1179
Bank of Hawaii
Hawaii
$1.71M
BMCM
1180
Bryn Mawr Capital Management
Pennsylvania
$1.7M
LKIM
1181
Lawson Kroeker Investment Management
Nebraska
$1.7M
WAC
1182
William Allan Corp
Colorado
$1.7M
ACM
1183
AlphaStar Capital Management
North Carolina
$1.7M
MWM
1184
Modern Wealth Management
Kansas
$1.7M
SWA
1185
Stratos Wealth Advisors
Ohio
$1.69M
AR
1186
Advisory Research
Illinois
$1.69M
VIA
1187
Virtus Investment Advisers
Connecticut
$1.67M
AIP
1188
Ameritas Investment Partners
Nebraska
$1.67M
BWA
1189
Blodgett Wealth Advisors
California
$1.66M
LNB
1190
Ledyard National Bank
$1.66M
RAM
1191
Ramirez Asset Management
New York
$1.66M
AWM
1192
Axxcess Wealth Management
California
$1.66M
VRM
1193
Vectors Research Management
New York
$1.66M
GPWM
1194
Grant Private Wealth Management
California
$1.65M
WT
1195
Washington Trust
Rhode Island
$1.65M
RT
1196
Rockland Trust
Massachusetts
$1.65M
FFN
1197
Focus Financial Network
Minnesota
$1.64M
DS
1198
DRW Securities
Illinois
$1.64M
WCM
1199
Weik Capital Management
Pennsylvania
$1.64M
SWM
1200
Sterling Wealth Management
Illinois
$1.64M