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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
KA
1576
Kozak & Associates
Colorado
$774K
Acadian Asset Management
1577
Acadian Asset Management
Massachusetts
$768K
LIA
1578
LS Investment Advisors
Michigan
$767K
CIM
1579
Confluence Investment Management
Missouri
$766K
ACM
1580
AUA Capital Management
Pennsylvania
$766K
DIM
1581
Delta Investment Management
California
$765K
AWM
1582
Aviso Wealth Management
Washington
$765K
PCG
1583
PFC Capital Group
California
$764K
USB
1584
Union Savings Bank
Connecticut
$762K
MEG
1585
Millstone Evans Group
Colorado
$761K
SAM
1586
Secure Asset Management
Michigan
$761K
CWM
1587
Consultiva Wealth Management
Puerto Rico
$760K
WCG
1588
Weaver Consulting Group
California
$759K
MSA
1589
Marino Stram & Associates
Massachusetts
$758K
MMG
1590
Monetary Management Group
Missouri
$758K
KCPG
1591
Kavar Capital Partners Group
Kansas
$753K
QFA
1592
Quantum Financial Advisors
California
$752K
SCA
1593
Stonebridge Capital Advisors
Minnesota
$751K
JWBC
1594
John W. Bristol & Co
New York
$750K
OWA
1595
One Wealth Advisors
California
$750K
WFA
1596
WMG Financial Advisors
Tennessee
$749K
MFT
1597
Moisand Fitzgerald Tamayo
Florida
$749K
AIM
1598
Athena Investment Management
California
$749K
KWA
1599
Kingswood Wealth Advisors
California
$748K
LC
1600
Lavaca Capital
Texas
$747K