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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
GWP
1226
Gen-Wealth Partners
Michigan
$1.57M
SC
1227
Soundwatch Capital
Connecticut
$1.57M
BAAM
1228
Baker Avenue Asset Management
California
$1.57M
GCWM
1229
Guided Capital Wealth Management
Texas
$1.56M
CPG
1230
Cornerstone Planning Group
New Jersey
$1.56M
FDS
1231
First Dallas Securities
Texas
$1.55M
EWA
1232
EverSource Wealth Advisors
Alabama
$1.55M
OFS
1233
Orrstown Financial Services
Pennsylvania
$1.54M
FCP
1234
Fidelis Capital Partners
Florida
$1.54M
SAM
1235
Sompo Asset Management
Japan
$1.54M
BAM
1236
Beaumont Asset Management
Texas
$1.54M
CT
1237
Colonial Trust
South Carolina
$1.54M
WC
1238
Woodstock Corp
Massachusetts
$1.54M
A
1239
Argentarii
Ohio
$1.53M
CFG
1240
Carr Financial Group
Massachusetts
$1.53M
SB
1241
Simmons Bank
Arkansas
$1.53M
MWA
1242
Muirfield Wealth Advisors
North Carolina
$1.52M
BAM
1243
Boyar Asset Management
New York
$1.52M
SFA
1244
Souders Financial Advisors
Ohio
$1.52M
MDA
1245
Minot DeBlois Advisors
Massachusetts
$1.51M
MAM
1246
Mystic Asset Management
Rhode Island
$1.51M
NIG
1247
NFJ Investment Group
Texas
$1.51M
LCS
1248
Levin Capital Strategies
New York
$1.5M
GL
1249
Graypoint LLC
New York
$1.5M
NSIM
1250
North Star Investment Management
Illinois
$1.49M