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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
CIG
1726
Cairn Investment Group
Washington
$606K
JWA
1727
JFS Wealth Advisors
Pennsylvania
$606K
PF
1728
Phoenix Financial
Israel
$603K
PWP
1729
PrairieView Wealth Partners
Illinois
$603K
ZIG
1730
Zullo Investment Group
Pennsylvania
$603K
NA
1731
Nautilus Advisors
California
$601K
MFC
1732
Mechanics Financial Corp
Ohio
$598K
Financial Engines Advisors
1733
Financial Engines Advisors
California
$598K
SIAP
1734
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$597K
RWP
1735
Ridgecrest Wealth Partners
California
$596K
PFW
1736
Petros Family Wealth
Minnesota
$595K
ARC
1737
Advisor Resource Council
Texas
$594K
IIC
1738
Integrated Investment Consultants
Michigan
$593K
RMDI
1739
R.M. Davis Inc
Maine
$591K
WCM
1740
Whitener Capital Management
North Carolina
$589K
SGK
1741
Steigerwald Gordon & Koch
Virginia
$587K
PAW
1742
Plan A Wealth
Nebraska
$586K
AHL
1743
Abel Hall LLC
Louisiana
$586K
PWM
1744
Pines Wealth Management
North Carolina
$586K
HWMO
1745
Heritage Wealth Management (Ohio)
Ohio
$585K
CCWM
1746
Cassaday & Co Wealth Management
Virginia
$583K
LI
1747
LMCG Investments
Massachusetts
$583K
SC
1748
Schubert & Co
Texas
$582K
FCM
1749
Fairbanks Capital Management
California
$582K
BFC
1750
Blue Fin Capital
Rhode Island
$582K