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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
DIM
1576
Delta Investment Management
California
$765K
AWM
1577
Aviso Wealth Management
Washington
$765K
PCG
1578
PFC Capital Group
California
$764K
USB
1579
Union Savings Bank
Connecticut
$762K
MEG
1580
Millstone Evans Group
Colorado
$761K
SAM
1581
Secure Asset Management
Michigan
$761K
CWM
1582
Consultiva Wealth Management
Puerto Rico
$760K
WCG
1583
Weaver Consulting Group
California
$759K
MSA
1584
Marino Stram & Associates
Massachusetts
$758K
MMG
1585
Monetary Management Group
Missouri
$758K
KCPG
1586
Kavar Capital Partners Group
Kansas
$753K
QFA
1587
Quantum Financial Advisors
California
$752K
SCA
1588
Stonebridge Capital Advisors
Minnesota
$751K
JWBC
1589
John W. Bristol & Co
New York
$750K
OWA
1590
One Wealth Advisors
California
$750K
WFA
1591
WMG Financial Advisors
Tennessee
$749K
MFT
1592
Moisand Fitzgerald Tamayo
Florida
$749K
AIM
1593
Athena Investment Management
California
$749K
KWA
1594
Kingswood Wealth Advisors
California
$748K
LC
1595
Lavaca Capital
Texas
$747K
WFI
1596
West Family Investments
California
$746K
VAG
1597
VisionPoint Advisory Group
Texas
$742K
SS
1598
Sunbelt Securities
Texas
$742K
NAS
1599
Nicolet Advisory Services
Wisconsin
$741K
DE
1600
Diversified Enterprises
Delaware
$741K