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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
MTIC
1751
Missouri Trust & Investment Company
Missouri
$581K
W
1752
Wealthquest
Ohio
$580K
RPGK
1753
Retirement Planning Group (Kansas)
Kansas
$579K
TWM
1754
Tripletail Wealth Management
Florida
$579K
AWM
1755
Accel Wealth Management
Iowa
$576K
FPW
1756
Flagship Private Wealth
Massachusetts
$576K
SBCM
1757
Silverberg Bernstein Capital Management
New York
$574K
BMWS
1758
Brady Martz Wealth Solutions
North Dakota
$574K
TCA
1759
Transcend Capital Advisors
New Jersey
$573K
CH
1760
Cromwell Holdings
Wyoming
$572K
TVAMP
1761
Tennessee Valley Asset Management Partners
Tennessee
$572K
GS
1762
GTS Securities
New York
$571K
AW
1763
Alteri Wealth
California
$569K
FAM
1764
Fairtree Asset Management
South Africa
$569K
TIM
1765
Thompson Investment Management
Wisconsin
$568K
RCM
1766
RNC Capital Management
California
$568K
WI
1767
WrapManager Inc
California
$567K
SPWG
1768
Sage Private Wealth Group
Illinois
$565K
TCWA
1769
Turtle Creek Wealth Advisors
Texas
$564K
SFG
1770
Sovereign Financial Group
Connecticut
$563K
SA
1771
SRN Advisors
Pennsylvania
$563K
ACM
1772
Arcataur Capital Management
Wisconsin
$561K
LFS
1773
Legacy Financial Strategies
Kansas
$561K
SWM
1774
Silverlake Wealth Management
Vermont
$560K
LWM
1775
Liberty Wealth Management
California
$559K