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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
ECAM
1901
East Coast Asset Management
Massachusetts
$460K
FA
1902
Financial Advisors
Massachusetts
$459K
MW
1903
Maia Wealth
Colorado
$459K
SCA
1904
Sandy Cove Advisors
Massachusetts
$457K
EGWAG
1905
Elwood & Goetz Wealth Advisory Group
Georgia
$456K
OL
1906
Optas LLC
Texas
$456K
SDAM
1907
Shulman DeMeo Asset Management
New York
$455K
HWA
1908
Heritage Wealth Advisors
Virginia
$455K
CPC
1909
Consolidated Planning Corp
Georgia
$455K
TNAM
1910
Terra Nova Asset Management
New York
$454K
CWM
1911
Centric Wealth Management
Illinois
$452K
FWM
1912
Forza Wealth Management
Florida
$452K
MIM
1913
Merrion Investment Management
New Jersey
$452K
EFM
1914
E Fund Management
China
$450K
TIM
1915
Tortoise Investment Management
New York
$449K
PWA
1916
Physician Wealth Advisors
Utah
$448K
VCM
1917
Versant Capital Management
Arizona
$448K
WA
1918
Wealthstar Advisors
Texas
$446K
AWM
1919
Austin Wealth Management
Texas
$445K
MBTD
1920
Mechanics Bank - Trust Department
California
$445K
KP
1921
Kitching Partners
Pennsylvania
$444K
CCMT
1922
CMT Capital Markets Trading
Germany
$443K
OFO
1923
OneAscent Family Office
Alabama
$442K
YDMI
1924
Y.D. More Investments
Israel
$442K
HCA
1925
Hyperion Capital Advisors
New York
$440K