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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
KCM
1776
Kathmere Capital Management
Pennsylvania
$557K
FWA
1777
FSM Wealth Advisors
Ohio
$555K
EIP
1778
Ellis Investment Partners
Pennsylvania
$555K
SCP
1779
Sivia Capital Partners
California
$554K
BIM
1780
Barton Investment Management
Pennsylvania
$553K
OLA
1781
Oliver Luxxe Assets
New Jersey
$552K
LSIA
1782
LaSalle St. Investment Advisors
Illinois
$550K
HWM
1783
Hemington Wealth Management
Virginia
$550K
KA
1784
Klingman & Associates
New York
$550K
CFG
1785
Carter Financial Group
Illinois
$550K
CF
1786
Centaurus Financial
California
$548K
VFG
1787
Victory Financial Group
Texas
$548K
RFA
1788
Reyes Financial Architecture
California
$546K
FFL
1789
Future Fund LLC
Illinois
$545K
LSPW
1790
Lake Street Private Wealth
Illinois
$545K
CA
1791
Cache Advisors
California
$545K
NRI
1792
NFP Retirement Inc
California
$545K
OA
1793
Oxbow Advisors
Texas
$544K
ATWA
1794
Arbor Trust Wealth Advisors
Michigan
$543K
NA
1795
Navellier & Associates
Nevada
$542K
ZCI
1796
Zevenbergen Capital Investments
Washington
$542K
SAM
1797
Strive Asset Management
Ohio
$542K
1WM
1798
1858 Wealth Management
Ohio
$542K
ICP
1799
Impact Capital Partners
Colorado
$539K
AF
1800
Apexium Financial
Texas
$539K