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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
BMWS
1751
Brady Martz Wealth Solutions
North Dakota
$574K
TCA
1752
Transcend Capital Advisors
New Jersey
$573K
CH
1753
Cromwell Holdings
Wyoming
$572K
TVAMP
1754
Tennessee Valley Asset Management Partners
Tennessee
$572K
GS
1755
GTS Securities
New York
$571K
AW
1756
Alteri Wealth
California
$569K
FAM
1757
Fairtree Asset Management
South Africa
$569K
TIM
1758
Thompson Investment Management
Wisconsin
$568K
RCM
1759
RNC Capital Management
California
$568K
WI
1760
WrapManager Inc
California
$567K
SPWG
1761
Sage Private Wealth Group
Illinois
$565K
TCWA
1762
Turtle Creek Wealth Advisors
Texas
$564K
SFG
1763
Sovereign Financial Group
Connecticut
$563K
SA
1764
SRN Advisors
Pennsylvania
$563K
ACM
1765
Arcataur Capital Management
Wisconsin
$561K
LFS
1766
Legacy Financial Strategies
Kansas
$561K
SWM
1767
Silverlake Wealth Management
Vermont
$560K
LWM
1768
Liberty Wealth Management
California
$559K
KCM
1769
Kathmere Capital Management
Pennsylvania
$557K
FWA
1770
FSM Wealth Advisors
Ohio
$555K
EIP
1771
Ellis Investment Partners
Pennsylvania
$555K
SCP
1772
Sivia Capital Partners
California
$554K
BIM
1773
Barton Investment Management
Pennsylvania
$553K
OLA
1774
Oliver Luxxe Assets
New Jersey
$552K
LSIA
1775
LaSalle St. Investment Advisors
Illinois
$550K