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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
MWS
1501
MFA Wealth Services
California
$889K
APWA
1502
Atlas Private Wealth Advisors
New Jersey
$889K
GWANC
1503
Guardian Wealth Advisors (North Carolina)
North Carolina
$889K
MAM
1504
Milestone Asset Management
Pennsylvania
$889K
FFS
1505
Founders Financial Securities
Maryland
$887K
HGA
1506
Hobbs Group Advisors
South Carolina
$887K
NP
1507
Nilsine Partners
Colorado
$887K
FDP
1508
Financiere des Professionnels
Quebec, Canada
$887K
UCB
1509
United Community Bank
South Carolina
$884K
FWM
1510
FFT Wealth Management
Pennsylvania
$884K
BMC
1511
Benin Management Corp
Connecticut
$881K
TW
1512
TritonPoint Wealth
Maryland
$881K
CCA
1513
Childress Capital Advisors
Texas
$880K
SIA
1514
SkyView Investment Advisors
New Jersey
$878K
GLLW
1515
Graves Light Lenhart Wealth
Virginia
$878K
PWPS
1516
Pinnacle Wealth Planning Services
Ohio
$877K
ITIM
1517
Indiana Trust & Investment Management
Indiana
$876K
AA
1518
Alta Advisers
United Kingdom
$875K
LA
1519
Lifeworks Advisors
Michigan
$875K
SG
1520
StoneX Group
New York
$874K
MFG
1521
Midwest Financial Group
Kansas
$872K
KP
1522
Keel Point
Alabama
$865K
NFSG
1523
Newbridge Financial Services Group
Florida
$864K
MCC
1524
Money Concepts Capital
Florida
$864K
HAIM
1525
Hunter Associates Investment Management
Pennsylvania
$862K