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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
HWM
1776
Hemington Wealth Management
Virginia
$550K
KA
1777
Klingman & Associates
New York
$550K
CFG
1778
Carter Financial Group
Illinois
$550K
CF
1779
Centaurus Financial
California
$548K
VFG
1780
Victory Financial Group
Texas
$548K
RFA
1781
Reyes Financial Architecture
California
$546K
FFL
1782
Future Fund LLC
Illinois
$545K
LSPW
1783
Lake Street Private Wealth
Illinois
$545K
CA
1784
Cache Advisors
California
$545K
NRI
1785
NFP Retirement Inc
California
$545K
OA
1786
Oxbow Advisors
Texas
$544K
ATWA
1787
Arbor Trust Wealth Advisors
Michigan
$543K
ZCI
1788
Zevenbergen Capital Investments
Washington
$542K
NA
1789
Navellier & Associates
Nevada
$542K
SAM
1790
Strive Asset Management
Ohio
$542K
1WM
1791
1858 Wealth Management
Ohio
$542K
ICP
1792
Impact Capital Partners
Colorado
$539K
AF
1793
Apexium Financial
Texas
$539K
HTIM
1794
Harbour Trust & Investment Management
Indiana
$538K
TNA
1795
True North Advisors
Texas
$537K
HIG
1796
Heritage Investment Group
Florida
$536K
WC
1797
Waterloo Capital
Texas
$535K
AWA
1798
Amplius Wealth Advisors
Pennsylvania
$535K
FA
1799
Fountainhead AM
New Jersey
$534K
CHC
1800
City Holding Co
West Virginia
$534K