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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
FFA
1476
Florida Financial Advisors
Florida
$929K
CA
1477
Cambridge Advisors
Nebraska
$928K
AWM
1478
Angeles Wealth Management
California
$927K
SIM
1479
Sentry Investment Management
Wisconsin
$927K
ESB
1480
Essex Savings Bank
Connecticut
$925K
LWM
1481
LongView Wealth Management
Georgia
$925K
HIP
1482
HUB Investment Partners
Texas
$924K
BST
1483
Bath Savings Trust
Maine
$922K
PWM
1484
Purus Wealth Management
California
$919K
MSWM
1485
McGlone Suttner Wealth Management
Wisconsin
$919K
FFA
1486
Founders Financial Alliance
North Carolina
$919K
TSMHT
1487
Thurston Springer Miller Herd & Titak
Indiana
$912K
IAIM
1488
International Assets Investment Management
Florida
$910K
LAI
1489
Legal Advantage Investments
California
$909K
SFI
1490
SPC Financial Inc
Maryland
$904K
BW
1491
Basepoint Wealth
Iowa
$903K
APP
1492
Avantax Planning Partners
Iowa
$901K
BTD
1493
BankPlus Trust Department
Mississippi
$900K
OL
1494
one8zero8 LLC
North Carolina
$900K
EB
1495
Exchange Bank
California
$899K
WPW
1496
Warther Private Wealth
Ohio
$899K
CW
1497
Channel Wealth
California
$898K
RI
1498
Ridgewood Investments
New Jersey
$896K
CBT
1499
CoreFirst Bank & Trust
Kansas
$896K
YIM
1500
Yoffe Investment Management
Pennsylvania
$894K