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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
ME
1501
McIlrath & Eck
Washington
$894K
KA
1502
Kearns & Associates
California
$893K
PWP
1503
Pursue Wealth Partners
California
$893K
VFA
1504
Values First Advisors
Tennessee
$892K
FFA
1505
Fortune Financial Advisors
Kansas
$891K
MWS
1506
MFA Wealth Services
California
$889K
APWA
1507
Atlas Private Wealth Advisors
New Jersey
$889K
GWANC
1508
Guardian Wealth Advisors (North Carolina)
North Carolina
$889K
MAM
1509
Milestone Asset Management
Pennsylvania
$889K
FFS
1510
Founders Financial Securities
Maryland
$887K
HGA
1511
Hobbs Group Advisors
South Carolina
$887K
NP
1512
Nilsine Partners
Colorado
$887K
FDP
1513
Financiere des Professionnels
Quebec, Canada
$887K
UCB
1514
United Community Bank
South Carolina
$884K
FWM
1515
FFT Wealth Management
Pennsylvania
$884K
BMC
1516
Benin Management Corp
Connecticut
$881K
TW
1517
TritonPoint Wealth
Maryland
$881K
CCA
1518
Childress Capital Advisors
Texas
$880K
SIA
1519
SkyView Investment Advisors
New Jersey
$878K
GLLW
1520
Graves Light Lenhart Wealth
Virginia
$878K
PWPS
1521
Pinnacle Wealth Planning Services
Ohio
$877K
ITIM
1522
Indiana Trust & Investment Management
Indiana
$876K
AA
1523
Alta Advisers
United Kingdom
$875K
LA
1524
Lifeworks Advisors
Michigan
$875K
SG
1525
StoneX Group
New York
$874K