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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
DM
1251
Delphi Management
Massachusetts
$1.49M
TWA
1252
TCI Wealth Advisors
Arizona
$1.49M
FAFN
1253
First Affirmative Financial Network
Colorado
$1.49M
IP
1254
Ignite Planners
California
$1.49M
LCM
1255
Leisure Capital Management
California
$1.48M
BWM
1256
BigSur Wealth Management
Florida
$1.48M
AAP
1257
Arax Advisory Partners
Colorado
$1.48M
PK
1258
Pflug Koory
Nebraska
$1.48M
BCM
1259
Barden Capital Management
Texas
$1.47M
TPWM
1260
Twelve Points Wealth Management
Massachusetts
$1.47M
FCAS
1261
First Command Advisory Services
Texas
$1.47M
SL
1262
Sentry LLC
Tennessee
$1.46M
DA
1263
Doliver Advisors
Texas
$1.46M
MAM
1264
Morse Asset Management
Connecticut
$1.46M
MFG
1265
Magnus Financial Group
New York
$1.45M
HDA
1266
Harold Davidson & Associates
California
$1.45M
FPAS
1267
Focus Partners Advisor Solutions
Missouri
$1.45M
IW
1268
IronOak Wealth
Texas
$1.45M
PIM
1269
Profit Investment Management
Maryland
$1.44M
Koshinski Asset Management
1270
Koshinski Asset Management
Illinois
$1.44M
LRPA
1271
L. Roy Papp & Associates
Arizona
$1.44M
WAP
1272
Wealthcare Advisory Partners
Pennsylvania
$1.43M
SC
1273
Stance Capital
Massachusetts
$1.43M
ANBT
1274
American National Bank & Trust
Texas
$1.43M
PWM
1275
Proathlete Wealth Management
Florida
$1.43M