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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
LCM
1251
Leisure Capital Management
California
$1.48M
BWM
1252
BigSur Wealth Management
Florida
$1.48M
AAP
1253
Arax Advisory Partners
Colorado
$1.48M
PK
1254
Pflug Koory
Nebraska
$1.48M
BCM
1255
Barden Capital Management
Texas
$1.47M
TPWM
1256
Twelve Points Wealth Management
Massachusetts
$1.47M
FCAS
1257
First Command Advisory Services
Texas
$1.47M
SL
1258
Sentry LLC
Tennessee
$1.46M
DA
1259
Doliver Advisors
Texas
$1.46M
MAM
1260
Morse Asset Management
Connecticut
$1.46M
MFG
1261
Magnus Financial Group
New York
$1.45M
HDA
1262
Harold Davidson & Associates
California
$1.45M
FPAS
1263
Focus Partners Advisor Solutions
Missouri
$1.45M
IW
1264
IronOak Wealth
Texas
$1.45M
PIM
1265
Profit Investment Management
Maryland
$1.44M
Koshinski Asset Management
1266
Koshinski Asset Management
Illinois
$1.44M
LRPA
1267
L. Roy Papp & Associates
Arizona
$1.44M
WAP
1268
Wealthcare Advisory Partners
Pennsylvania
$1.43M
SC
1269
Stance Capital
Massachusetts
$1.43M
ANBT
1270
American National Bank & Trust
Texas
$1.43M
PWM
1271
Proathlete Wealth Management
Florida
$1.43M
TF
1272
Tompkins Financial
New York
$1.42M
SRC
1273
Sage Rhino Capital
California
$1.42M
SAIG
1274
Semper Augustus Investments Group
Colorado
$1.41M
MYIA
1275
Mount Yale Investment Advisors
Colorado
$1.41M