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American Express

2,686 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, 1,042 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: 2,5882,686 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,042 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
LAM
1401
Lewis Asset Management
California
$1.1M
NED
1402
Nancy E. Dempze
$1.1M
SWM
1403
SeaCrest Wealth Management
New York
$1.1M
LJAC
1404
L.J. Altfest & Co
New York
$1.1M
SIA
1405
Schear Investment Advisers
Ohio
$1.1M
CCA
1406
Cadent Capital Advisors
Oklahoma
$1.09M
DWM
1407
Defined Wealth Management
Oregon
$1.09M
MFG
1408
MidWestOne Financial Group
Iowa
$1.09M
EW
1409
Elyxium Wealth
California
$1.09M
FMN
1410
Financial Management Network
California
$1.09M
EFG
1411
Embree Financial Group
Illinois
$1.08M
HC
1412
Hendley & Co
Ohio
$1.08M
SIC
1413
Sigma Investment Counselors
Michigan
$1.08M
CCM
1414
Conway Capital Management
California
$1.08M
PFA
1415
Pathway Financial Advisers
Indiana
$1.07M
PP
1416
PDS Planning
Ohio
$1.07M
SWIG
1417
Strategic Wealth Investment Group
Kentucky
$1.07M
TYCC
1418
Texas Yale Capital Corp
Florida
$1.07M
RC
1419
Rexford Capital
Texas
$1.07M
BB
1420
Bell Bank
North Dakota
$1.06M
SWM
1421
Sendero Wealth Management
Texas
$1.06M
ACGA
1422
Atlanta Consulting Group Advisors
Georgia
$1.06M
CA
1423
Continuum Advisory
Idaho
$1.05M
RIA
1424
Richwood Investment Advisors
Ohio
$1.05M
BG
1425
Bahl & Gaynor
Ohio
$1.05M