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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
DCA
1426
DSG Capital Advisors
Minnesota
$1.05M
WA
1427
WBH Advisory
Maryland
$1.05M
LA
1428
LVW Advisors
New York
$1.04M
CTC
1429
Cetera Trust Company
Minnesota
$1.04M
LFA
1430
Legacy Financial Advisors
Kentucky
$1.04M
HFM
1431
Hartford Financial Management
Connecticut
$1.04M
CG
1432
CFO4Life Group
Texas
$1.04M
FCM
1433
Family Capital Management
Michigan
$1.03M
MAA
1434
Matrix Asset Advisors
New York
$1.03M
TCM
1435
Tufton Capital Management
Maryland
$1.02M
PEA
1436
Park Edge Advisors
Ohio
$1.02M
PCH
1437
PGIM Custom Harvest
New Jersey
$1.02M
UAML
1438
US Asset Management LLC
Pennsylvania
$1.02M
CWG
1439
Cornerstone Wealth Group
North Carolina
$1.01M
PHS
1440
Pekin Hardy Strauss
Illinois
$1.01M
TCM
1441
Tang Capital Management
California
$1.01M
TPW
1442
Talon Private Wealth
Florida
$1.01M
AA
1443
Armis Advisers
Georgia
$1M
GVAG
1444
Great Valley Advisor Group
Delaware
$1M
TWM
1445
Tradition Wealth Management
Minnesota
$1M
PWG
1446
Portside Wealth Group
Utah
$999K
CYG
1447
Clean Yield Group
Vermont
$987K
WCM
1448
Weaver Capital Management
Georgia
$983K
WP
1449
Westmount Partners
California
$981K
SWK
1450
Stephen W. Kidder
$981K