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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
LWM
1476
LongView Wealth Management
Georgia
$925K
HIP
1477
HUB Investment Partners
Texas
$924K
BST
1478
Bath Savings Trust
Maine
$922K
PWM
1479
Purus Wealth Management
California
$919K
MSWM
1480
McGlone Suttner Wealth Management
Wisconsin
$919K
FFA
1481
Founders Financial Alliance
North Carolina
$919K
TSMHT
1482
Thurston Springer Miller Herd & Titak
Indiana
$912K
IAIM
1483
International Assets Investment Management
Florida
$910K
LAI
1484
Legal Advantage Investments
California
$909K
SFI
1485
SPC Financial Inc
Maryland
$904K
BW
1486
Basepoint Wealth
Iowa
$903K
APP
1487
Avantax Planning Partners
Iowa
$901K
BTD
1488
BankPlus Trust Department
Mississippi
$900K
OL
1489
one8zero8 LLC
North Carolina
$900K
EB
1490
Exchange Bank
California
$899K
WPW
1491
Warther Private Wealth
Ohio
$899K
CW
1492
Channel Wealth
California
$898K
RI
1493
Ridgewood Investments
New Jersey
$896K
CBT
1494
CoreFirst Bank & Trust
Kansas
$896K
YIM
1495
Yoffe Investment Management
Pennsylvania
$894K
ME
1496
McIlrath & Eck
Washington
$894K
KA
1497
Kearns & Associates
California
$893K
PWP
1498
Pursue Wealth Partners
California
$893K
VFA
1499
Values First Advisors
Tennessee
$892K
FFA
1500
Fortune Financial Advisors
Kansas
$891K