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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
AWM
1676
Aberdeen Wealth Management
Illinois
$662K
AWM
1677
Aries Wealth Management
Maine
$661K
SHGA
1678
Sand Hill Global Advisors
California
$661K
LA
1679
LM Advisors
California
$660K
MAWA
1680
Moss Adams Wealth Advisors
Washington
$659K
RCA
1681
Ranch Capital Advisors
Florida
$656K
BLC
1682
Brown, Lisle/Cummings
Rhode Island
$654K
FMLI
1683
Fukoku Mutual Life Insurance
Japan
$653K
SWA
1684
Sax Wealth Advisors
New Jersey
$653K
SWA
1685
Strategies Wealth Advisors
Michigan
$653K
TIA
1686
Tiemann Investment Advisors
California
$652K
CP
1687
Clarendon Private
Massachusetts
$651K
WPC
1688
Waters Parkerson & Co
Louisiana
$649K
SLG
1689
Stanley-Laman Group
Pennsylvania
$649K
CCC
1690
Compass Capital Corp
Massachusetts
$649K
AF
1691
Atala Financial
California
$648K
SWMP
1692
Signature Wealth Management Partners
New Jersey
$647K
KF
1693
KKM Financial
Illinois
$646K
LCGC
1694
Legacy Capital Group California
California
$646K
SIMG
1695
Sonora Investment Management Group
Arizona
$646K
BFS
1696
BridgePort Financial Solutions
Iowa
$645K
GFP
1697
Gryphon Financial Partners
Ohio
$645K
KAS
1698
KPP Advisory Services
Kentucky
$644K
ACM
1699
Avalon Capital Management
California
$644K
SFG
1700
Sunburst Financial Group
Alabama
$642K