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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
MFC
1726
Mechanics Financial Corp
Ohio
$598K
Financial Engines Advisors
1727
Financial Engines Advisors
California
$598K
SIAP
1728
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$597K
RWP
1729
Ridgecrest Wealth Partners
California
$596K
PFW
1730
Petros Family Wealth
Minnesota
$595K
ARC
1731
Advisor Resource Council
Texas
$594K
IIC
1732
Integrated Investment Consultants
Michigan
$593K
RMDI
1733
R.M. Davis Inc
Maine
$591K
WCM
1734
Whitener Capital Management
North Carolina
$589K
SGK
1735
Steigerwald Gordon & Koch
Virginia
$587K
AHL
1736
Abel Hall LLC
Louisiana
$586K
PWM
1737
Pines Wealth Management
North Carolina
$586K
HWMO
1738
Heritage Wealth Management (Ohio)
Ohio
$585K
CCWM
1739
Cassaday & Co Wealth Management
Virginia
$583K
LI
1740
LMCG Investments
Massachusetts
$583K
SC
1741
Schubert & Co
Texas
$582K
FCM
1742
Fairbanks Capital Management
California
$582K
BFC
1743
Blue Fin Capital
Rhode Island
$582K
MTIC
1744
Missouri Trust & Investment Company
Missouri
$581K
W
1745
Wealthquest
Ohio
$580K
RPGK
1746
Retirement Planning Group (Kansas)
Kansas
$579K
TWM
1747
Tripletail Wealth Management
Florida
$579K
AWM
1748
Accel Wealth Management
Iowa
$576K
FPW
1749
Flagship Private Wealth
Massachusetts
$576K
SBCM
1750
Silverberg Bernstein Capital Management
New York
$574K