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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
GI
1626
Gradient Investments
Minnesota
$715K
PWM
1627
Partnership Wealth Management
Maryland
$714K
RRA
1628
Round Rock Advisors
Connecticut
$712K
SIA
1629
SGL Investment Advisors
Montana
$709K
GLA
1630
Good Life Advisors
Pennsylvania
$707K
CD
1631
Chapin Davis
Maryland
$707K
HCM
1632
Howland Capital Management
Massachusetts
$707K
RIG
1633
RiverFront Investment Group
Virginia
$707K
BCG
1634
Breakwater Capital Group
New Jersey
$706K
TWP
1635
Tower Wealth Partners
Pennsylvania
$706K
HBW
1636
Hazlett, Burt & Watson
West Virginia
$705K
BFG
1637
Berger Financial Group
Minnesota
$702K
SNBOSD
1638
Security National Bank of So Dak
Iowa
$702K
EFSCE
1639
Enterprise Financial Services Corp (EFSC)
Missouri
$700K
CCA
1640
Coign Capital Advisors
Utah
$699K
QPW
1641
Quantum Private Wealth
Florida
$699K
CNB
1642
Camden National Bank
Maine
$697K
AIM
1643
Acropolis Investment Management
Missouri
$694K
SW
1644
Simplicity Wealth
New Jersey
$693K
CAGAS
1645
Capital Advisory Group Advisory Services
Minnesota
$692K
BHWM
1646
Bar Harbor Wealth Management
New Hampshire
$691K
BSB
1647
Bangor Savings Bank
Maine
$691K
PIA
1648
Perennial Investment Advisors
California
$689K
WMWM
1649
Whitaker-Myers Wealth Managers
Ohio
$689K
WS
1650
Wela Strategies
Georgia
$686K