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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
GWA
1376
Gratus Wealth Advisors
Virginia
$1.18M
BMA
1377
Brooks Moore & Associates
Tennessee
$1.17M
AIM
1378
Aspen Investment Management
Michigan
$1.17M
PGCM
1379
Prescott Group Capital Management
Oklahoma
$1.17M
SIA
1380
Soltis Investment Advisors
Utah
$1.17M
WGC
1381
Watts Gwilliam & Co
Arizona
$1.17M
PCP
1382
Proficio Capital Partners
Massachusetts
$1.17M
CWM
1383
Cornerstone Wealth Management
Missouri
$1.16M
FFA
1384
First Foundation Advisors
California
$1.15M
NCM
1385
Northside Capital Management
Oregon
$1.15M
SC
1386
Saybrook Capital
North Carolina
$1.15M
PTC
1387
Philadelphia Trust Company
Pennsylvania
$1.15M
KA
1388
Kovack Advisors
Florida
$1.15M
SAM
1389
Strategy Asset Managers
California
$1.14M
OAM
1390
Oak Asset Management
California
$1.14M
BAM
1391
Belpointe Asset Management
Nevada
$1.13M
DRD
1392
Dennis R. Delaney
$1.13M
PFA
1393
Pure Financial Advisors
California
$1.13M
1WA
1394
180 Wealth Advisors
Washington
$1.13M
TFS
1395
Thoroughbred Financial Services
Tennessee
$1.13M
RWM
1396
Revisor Wealth Management
Ohio
$1.12M
NWA
1397
Navis Wealth Advisors
New York
$1.12M
PTP
1398
Platform Technology Partners
New York
$1.12M
LTAS
1399
Linden Thomas Advisory Services
North Carolina
$1.12M
KAM
1400
Knightsbridge Asset Management
California
$1.11M