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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
CFP
1526
Catalyst Financial Partners
Massachusetts
$862K
BDA
1527
Borer Denton & Associates
Pennsylvania
$857K
HIM
1528
Hillsdale Investment Management
Ontario, Canada
$855K
CM
1529
Castleark Management
Illinois
$853K
HA
1530
Herold Advisors
New York
$851K
PWA
1531
Provenance Wealth Advisors
Florida
$850K
AFC
1532
AFT Forsyth & Company
Florida
$847K
MA
1533
MCF Advisors
Kentucky
$845K
CTWM
1534
Cherry Tree Wealth Management
Minnesota
$844K
RFG
1535
RFP Financial Group
Georgia
$843K
AF
1536
Arrow Financial
New York
$840K
TAM
1537
Trillium Asset Management
Massachusetts
$840K
DDPIC
1538
Deroy & Devereaux Private Investment Counsel
Michigan
$839K
UIM
1539
Unified Investment Management
Georgia
$839K
WA
1540
Waddell & Associates
Tennessee
$838K
MSFS
1541
Main Street Financial Solutions
Pennsylvania
$835K
I
1542
InceptionR
California
$833K
EMB
1543
Elefante Mark B
$832K
UB
1544
Umpqua Bank
Oregon
$830K
DSC
1545
Duncker Streett & Co
Missouri
$829K
PTB
1546
Pioneer Trust Bank
Oregon
$829K
OWA
1547
Opal Wealth Advisors
New York
$829K
MIP
1548
Marietta Investment Partners
Wisconsin
$829K
BIG
1549
Brookwood Investment Group
Arizona
$828K
TLCM
1550
Twin Lakes Capital Management
California
$828K