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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
OFS
1601
OneAscent Financial Services
Alabama
$739K
PHAM
1602
Palisades Hudson Asset Management
Florida
$738K
MAM
1603
MWA Asset Management
Massachusetts
$738K
IQI
1604
Integrated Quantitative Investments
Washington
$737K
SEIA
1605
Signature Estate & Investment Advisors
California
$737K
RCG
1606
Regatta Capital Group
California
$734K
TIA
1607
Traphagen Investment Advisors
New Jersey
$730K
SMA
1608
Seven Mile Advisory
New Jersey
$729K
NMC
1609
Nine Masts Capital
Hong Kong
$729K
CHAM
1610
Clear Harbor Asset Management
Connecticut
$728K
PAA
1611
Peregrine Asset Advisers
Oregon
$727K
AA
1612
Advisory Alpha
Michigan
$726K
DW30
1613
Drucker Wealth 3.0
New Jersey
$723K
RCA
1614
Roberts Capital Advisors
Colorado
$722K
KIM
1615
Kane Investment Management
California
$721K
TWM
1616
Tanager Wealth Management
United Kingdom
$721K
ATFA
1617
All Terrain Financial Advisors
Minnesota
$721K
AWE
1618
Avidian Wealth Enterprises
Texas
$720K
BHIA
1619
Birch Hill Investment Advisors
Massachusetts
$718K
SRC
1620
Shufro Rose & Co
New York
$716K
GI
1621
Gradient Investments
Minnesota
$715K
PWM
1622
Partnership Wealth Management
Maryland
$714K
RRA
1623
Round Rock Advisors
Connecticut
$712K
SIA
1624
SGL Investment Advisors
Montana
$709K
GLA
1625
Good Life Advisors
Pennsylvania
$707K