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American Express

2,685 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, 1,041 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: 2,5882,685 (+97)

9% more repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,685
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
HA
1701
Harbor Advisors
Florida
$638K
PHM
1702
Prospect Hill Management
New Jersey
$638K
CIA
1703
Caerus Investment Advisors
Texas
$638K
SIS
1704
Strategic Investment Solutions
Illinois
$638K
TSWM
1705
Triangle Securities Wealth Management
North Carolina
$638K
GCA
1706
Genesee Capital Advisors
New York
$635K
RCM
1707
Raleigh Capital Management
North Carolina
$635K
AIM
1708
Allen Investment Management
New York
$630K
BCM
1709
Blume Capital Management
California
$627K
DTC
1710
Davidson Trust Company
Washington
$625K
SL
1711
Sentinus LLC
Illinois
$623K
HR
1712
Howe & Rusling
New York
$621K
BPCE
1713
Bank Pictet & Cie (Europe)
Germany
$620K
MSWA
1714
Marshall & Sterling Wealth Advisors
New York
$618K
IFO
1715
Independent Family Office
New York
$616K
WKSWA
1716
White Knight Strategic Wealth Advisors
New Jersey
$615K
KMWM
1717
Keudell/Morrison Wealth Management
Oregon
$615K
LFM
1718
LGT Fund Management
Liechtenstein
$612K
WIM
1719
Wittenberg Investment Management
Massachusetts
$606K
CIG
1720
Cairn Investment Group
Washington
$606K
JWA
1721
JFS Wealth Advisors
Pennsylvania
$606K
PF
1722
Phoenix Financial
Israel
$603K
PWP
1723
PrairieView Wealth Partners
Illinois
$603K
ZIG
1724
Zullo Investment Group
Pennsylvania
$603K
NA
1725
Nautilus Advisors
California
$601K