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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
ARA
1401
Alexander Randolph Advisory
Virginia
$1.11M
HBT
1402
Hills Bank & Trust
Iowa
$1.11M
AAS
1403
Ameritas Advisory Services
Nebraska
$1.11M
MFA
1404
Mayflower Financial Advisors
Massachusetts
$1.11M
AF
1405
Alerus Financial
North Dakota
$1.11M
LAM
1406
Lewis Asset Management
California
$1.1M
NED
1407
Nancy E. Dempze
$1.1M
SWM
1408
SeaCrest Wealth Management
New York
$1.1M
LJAC
1409
L.J. Altfest & Co
New York
$1.1M
SIA
1410
Schear Investment Advisers
Ohio
$1.1M
CCA
1411
Cadent Capital Advisors
Oklahoma
$1.09M
DWM
1412
Defined Wealth Management
Oregon
$1.09M
MFG
1413
MidWestOne Financial Group
Iowa
$1.09M
EW
1414
Elyxium Wealth
California
$1.09M
FMN
1415
Financial Management Network
California
$1.09M
EFG
1416
Embree Financial Group
Illinois
$1.08M
HC
1417
Hendley & Co
Ohio
$1.08M
SIC
1418
Sigma Investment Counselors
Michigan
$1.08M
CCM
1419
Conway Capital Management
California
$1.08M
PFA
1420
Pathway Financial Advisers
Indiana
$1.07M
PP
1421
PDS Planning
Ohio
$1.07M
SWIG
1422
Strategic Wealth Investment Group
Kentucky
$1.07M
TYCC
1423
Texas Yale Capital Corp
Florida
$1.07M
RC
1424
Rexford Capital
Texas
$1.07M
BB
1425
Bell Bank
North Dakota
$1.06M