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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
SWM
1426
Sendero Wealth Management
Texas
$1.06M
ACGA
1427
Atlanta Consulting Group Advisors
Georgia
$1.06M
CA
1428
Continuum Advisory
Idaho
$1.05M
RIA
1429
Richwood Investment Advisors
Ohio
$1.05M
BG
1430
Bahl & Gaynor
Ohio
$1.05M
DCA
1431
DSG Capital Advisors
Minnesota
$1.05M
WA
1432
WBH Advisory
Maryland
$1.05M
LA
1433
LVW Advisors
New York
$1.04M
CTC
1434
Cetera Trust Company
Minnesota
$1.04M
LFA
1435
Legacy Financial Advisors
Kentucky
$1.04M
HFM
1436
Hartford Financial Management
Connecticut
$1.04M
CG
1437
CFO4Life Group
Texas
$1.04M
FCM
1438
Family Capital Management
Michigan
$1.03M
MAA
1439
Matrix Asset Advisors
New York
$1.03M
TCM
1440
Tufton Capital Management
Maryland
$1.02M
PEA
1441
Park Edge Advisors
Ohio
$1.02M
PCH
1442
PGIM Custom Harvest
New Jersey
$1.02M
UAML
1443
US Asset Management LLC
Pennsylvania
$1.02M
CWG
1444
Cornerstone Wealth Group
North Carolina
$1.01M
PHS
1445
Pekin Hardy Strauss
Illinois
$1.01M
TCM
1446
Tang Capital Management
California
$1.01M
TPW
1447
Talon Private Wealth
Florida
$1.01M
AA
1448
Armis Advisers
Georgia
$1M
GVAG
1449
Great Valley Advisor Group
Delaware
$1M
TWM
1450
Tradition Wealth Management
Minnesota
$1M