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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
Simplex Trading
1451
Simplex Trading
Illinois
$980K
BF
1452
Brucke Financial
Indiana
$980K
SW
1453
SteelPeak Wealth
California
$977K
TTWM
1454
TCV Trust & Wealth Management
Virginia
$976K
HIM
1455
Harbour Investment Management
Washington
$973K
ACM
1456
Aljian Capital Management
Nevada
$970K
WI
1457
WBI Investments
New Jersey
$970K
HDIM
1458
Hanson & Doremus Investment Management
Vermont
$968K
SB
1459
Strategic Blueprint
Georgia
$966K
SWM
1460
Scissortail Wealth Management
Oklahoma
$962K
CFG
1461
Cooper Financial Group
California
$961K
RWS
1462
Resolute Wealth Strategies
Mississippi
$960K
RMCM
1463
Reynders McVeigh Capital Management
Massachusetts
$958K
LWMM
1464
Legacy Wealth Management (Mississippi)
Mississippi
$957K
GTAM
1465
Global Trust Asset Management
Florida
$952K
CFG
1466
Chapman Financial Group
Hawaii
$942K
QWP
1467
Quotient Wealth Partners
Texas
$942K
LW
1468
Linscomb Wealth
Texas
$939K
OWA
1469
Outlook Wealth Advisors
Texas
$937K
CB
1470
Centennial Bank
Arkansas
$935K
FFA
1471
Florida Financial Advisors
Florida
$929K
CA
1472
Cambridge Advisors
Nebraska
$928K
AWM
1473
Angeles Wealth Management
California
$927K
SIM
1474
Sentry Investment Management
Wisconsin
$927K
ESB
1475
Essex Savings Bank
Connecticut
$925K