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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
RCA
1676
Ranch Capital Advisors
Florida
$656K
BLC
1677
Brown, Lisle/Cummings
Rhode Island
$654K
FMLI
1678
Fukoku Mutual Life Insurance
Japan
$653K
SWA
1679
Sax Wealth Advisors
New Jersey
$653K
SWA
1680
Strategies Wealth Advisors
Michigan
$653K
TIA
1681
Tiemann Investment Advisors
California
$652K
CP
1682
Clarendon Private
Massachusetts
$651K
WPC
1683
Waters Parkerson & Co
Louisiana
$649K
SLG
1684
Stanley-Laman Group
Pennsylvania
$649K
CCC
1685
Compass Capital Corp
Massachusetts
$649K
AF
1686
Atala Financial
California
$648K
SWMP
1687
Signature Wealth Management Partners
New Jersey
$647K
KF
1688
KKM Financial
Illinois
$646K
LCGC
1689
Legacy Capital Group California
California
$646K
SIMG
1690
Sonora Investment Management Group
Arizona
$646K
BFS
1691
BridgePort Financial Solutions
Iowa
$645K
GFP
1692
Gryphon Financial Partners
Ohio
$645K
KAS
1693
KPP Advisory Services
Kentucky
$644K
ACM
1694
Avalon Capital Management
California
$644K
SFG
1695
Sunburst Financial Group
Alabama
$642K
TWM
1696
Thrive Wealth Management
Pennsylvania
$642K
BA
1697
Ballast Advisors
Minnesota
$640K
PWP
1698
Precedent Wealth Partners
Texas
$639K
MCM
1699
Magnolia Capital Management
New York
$638K
CA
1700
Capital Advantage
California
$638K