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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
HWM
1651
Horizon Wealth Management
Illinois
$682K
ATC
1652
Adirondack Trust Company
New York
$681K
MA
1653
MONECO Advisors
Connecticut
$680K
PWA
1654
Phoenix Wealth Advisors
North Carolina
$680K
ZBNA
1655
Zions Bancorporation, National Association
Utah
$680K
HFW
1656
Horizon Family Wealth
Illinois
$679K
WA
1657
Wealth Architects
California
$676K
CAI
1658
Capital Advisors Inc
Oklahoma
$675K
PJWM
1659
Philip James Wealth Mangement
Georgia
$675K
Members Trust
1660
Members Trust
Florida
$673K
CA
1661
Calton & Associates
Florida
$673K
MIM
1662
Macroview Investment Management
Maryland
$671K
AC
1663
AlphaCore Capital
California
$670K
SLA
1664
Silver Lake Advisory
Utah
$670K
RPC
1665
Rossmore Private Capital
Connecticut
$667K
APA
1666
Astoria Portfolio Advisors
New York
$667K
DIP
1667
Davis Investment Partners
North Carolina
$666K
KWS
1668
Keystone Wealth Services
California
$664K
SOW
1669
State of Wyoming
Wyoming
$663K
KFGK
1670
Keystone Financial Group (Kentucky)
Kentucky
$662K
AWM
1671
Aberdeen Wealth Management
Illinois
$662K
AWM
1672
Aries Wealth Management
Maine
$661K
SHGA
1673
Sand Hill Global Advisors
California
$661K
LA
1674
LM Advisors
California
$660K
MAWA
1675
Moss Adams Wealth Advisors
Washington
$659K