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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
PWG
1451
Portside Wealth Group
Utah
$999K
CYG
1452
Clean Yield Group
Vermont
$987K
WCM
1453
Weaver Capital Management
Georgia
$983K
WP
1454
Westmount Partners
California
$981K
SWK
1455
Stephen W. Kidder
$981K
Simplex Trading
1456
Simplex Trading
Illinois
$980K
BF
1457
Brucke Financial
Indiana
$980K
SW
1458
SteelPeak Wealth
California
$977K
TTWM
1459
TCV Trust & Wealth Management
Virginia
$976K
HIM
1460
Harbour Investment Management
Washington
$973K
ACM
1461
Aljian Capital Management
Nevada
$970K
WI
1462
WBI Investments
New Jersey
$970K
HDIM
1463
Hanson & Doremus Investment Management
Vermont
$968K
SB
1464
Strategic Blueprint
Georgia
$966K
SWM
1465
Scissortail Wealth Management
Oklahoma
$962K
CFG
1466
Cooper Financial Group
California
$961K
RWS
1467
Resolute Wealth Strategies
Mississippi
$960K
RMCM
1468
Reynders McVeigh Capital Management
Massachusetts
$958K
LWMM
1469
Legacy Wealth Management (Mississippi)
Mississippi
$957K
GTAM
1470
Global Trust Asset Management
Florida
$952K
CFG
1471
Chapman Financial Group
Hawaii
$942K
QWP
1472
Quotient Wealth Partners
Texas
$942K
LW
1473
Linscomb Wealth
Texas
$939K
OWA
1474
Outlook Wealth Advisors
Texas
$937K
CB
1475
Centennial Bank
Arkansas
$935K