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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
TWM
1701
Thrive Wealth Management
Pennsylvania
$642K
BA
1702
Ballast Advisors
Minnesota
$640K
PWP
1703
Precedent Wealth Partners
Texas
$639K
MCM
1704
Magnolia Capital Management
New York
$638K
CA
1705
Capital Advantage
California
$638K
CA
1706
Crumly & Associates
Illinois
$638K
CIA
1707
Caerus Investment Advisors
Texas
$638K
HA
1708
Harbor Advisors
Florida
$638K
PHM
1709
Prospect Hill Management
New Jersey
$638K
SIS
1710
Strategic Investment Solutions
Illinois
$638K
TSWM
1711
Triangle Securities Wealth Management
North Carolina
$638K
GCA
1712
Genesee Capital Advisors
New York
$635K
RCM
1713
Raleigh Capital Management
North Carolina
$635K
AIM
1714
Allen Investment Management
New York
$630K
BCM
1715
Blume Capital Management
California
$627K
DTC
1716
Davidson Trust Company
Washington
$625K
SL
1717
Sentinus LLC
Illinois
$623K
HR
1718
Howe & Rusling
New York
$621K
BPCE
1719
Bank Pictet & Cie (Europe)
Germany
$620K
MSWA
1720
Marshall & Sterling Wealth Advisors
New York
$618K
IFO
1721
Independent Family Office
New York
$616K
WKSWA
1722
White Knight Strategic Wealth Advisors
New Jersey
$615K
KMWM
1723
Keudell/Morrison Wealth Management
Oregon
$615K
LFM
1724
LGT Fund Management
Liechtenstein
$612K
WIM
1725
Wittenberg Investment Management
Massachusetts
$606K