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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
BSSFA
1826
Baron Silver Stevens Financial Advisors
Florida
$510K
VA
1827
Valmark Advisers
Ohio
$510K
XF
1828
XML Financial
Maryland
$510K
TWP
1829
Tyche Wealth Partners
Texas
$508K
ACM
1830
Allred Capital Management
Texas
$508K
KPWG
1831
KFA Private Wealth Group
Virginia
$507K
KLI
1832
Kelman-Lazarov Inc
Tennessee
$507K
FFA
1833
Fragasso Financial Advisors
Pennsylvania
$506K
R
1834
Rebalance
California
$506K
GAA
1835
Global Assets Advisory
Florida
$505K
FBC
1836
Fairfield, Bush & Co
Connecticut
$504K
HWA
1837
HCR Wealth Advisors
California
$501K
APIM
1838
Agate Pass Investment Management
Washington
$501K
M
1839
MOTCO
Texas
$499K
BC
1840
Burney Company
Virginia
$499K
TS
1841
TradeWell Securities
Indiana
$499K
FDDB
1842
Fidelity D&D Bancorp
Pennsylvania
$498K
SMC
1843
Smith, Moore & Co
Missouri
$497K
NC
1844
North Capital
Utah
$496K
TFA
1845
Toth Financial Advisory
Virginia
$495K
ISFAN
1846
Investor's Fiduciary Advisor Network
Washington
$491K
FB
1847
First Bancorp
Maine
$490K
TNBTD
1848
Trustmark National Bank Trust Department
Mississippi
$488K
WCM
1849
Windsor Capital Management
Arizona
$488K
PCA
1850
Prosperity Capital Advisors
Ohio
$488K