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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
WFI
1601
West Family Investments
California
$746K
VAG
1602
VisionPoint Advisory Group
Texas
$742K
SS
1603
Sunbelt Securities
Texas
$742K
NAS
1604
Nicolet Advisory Services
Wisconsin
$741K
DE
1605
Diversified Enterprises
Delaware
$741K
OFS
1606
OneAscent Financial Services
Alabama
$739K
PHAM
1607
Palisades Hudson Asset Management
Florida
$738K
MAM
1608
MWA Asset Management
Massachusetts
$738K
IQI
1609
Integrated Quantitative Investments
Washington
$737K
SEIA
1610
Signature Estate & Investment Advisors
California
$737K
RCG
1611
Regatta Capital Group
California
$734K
TIA
1612
Traphagen Investment Advisors
New Jersey
$730K
SMA
1613
Seven Mile Advisory
New Jersey
$729K
NMC
1614
Nine Masts Capital
Hong Kong
$729K
CHAM
1615
Clear Harbor Asset Management
Connecticut
$728K
PAA
1616
Peregrine Asset Advisers
Oregon
$727K
AA
1617
Advisory Alpha
Michigan
$726K
DW30
1618
Drucker Wealth 3.0
New Jersey
$723K
RCA
1619
Roberts Capital Advisors
Colorado
$722K
KIM
1620
Kane Investment Management
California
$721K
TWM
1621
Tanager Wealth Management
United Kingdom
$721K
ATFA
1622
All Terrain Financial Advisors
Minnesota
$721K
AWE
1623
Avidian Wealth Enterprises
Texas
$720K
BHIA
1624
Birch Hill Investment Advisors
Massachusetts
$718K
SRC
1625
Shufro Rose & Co
New York
$716K