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