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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
CPC
1901
Consolidated Planning Corp
Georgia
$455K
HWA
1902
Heritage Wealth Advisors
Virginia
$455K
TNAM
1903
Terra Nova Asset Management
New York
$454K
CWM
1904
Centric Wealth Management
Illinois
$452K
FWM
1905
Forza Wealth Management
Florida
$452K
MIM
1906
Merrion Investment Management
New Jersey
$452K
EFM
1907
E Fund Management
China
$450K
TIM
1908
Tortoise Investment Management
New York
$449K
PWA
1909
Physician Wealth Advisors
Utah
$448K
VCM
1910
Versant Capital Management
Arizona
$448K
WA
1911
Wealthstar Advisors
Texas
$446K
AWM
1912
Austin Wealth Management
Texas
$445K
MBTD
1913
Mechanics Bank - Trust Department
California
$445K
KP
1914
Kitching Partners
Pennsylvania
$444K
CCMT
1915
CMT Capital Markets Trading
Germany
$443K
OFO
1916
OneAscent Family Office
Alabama
$442K
YDMI
1917
Y.D. More Investments
Israel
$442K
HCA
1918
Hyperion Capital Advisors
New York
$440K
FWIA
1919
Fort Washington Investment Advisors
Ohio
$440K
FPL
1920
Fortress Private Ledger
North Carolina
$438K
BSHC
1921
Breed's Hill Capital
Massachusetts
$438K
FFBTD
1922
First Financial Bank - Trust Division
Ohio
$437K
1CP
1923
17 Capital Partners
Arizona
$436K
AAG
1924
Armstrong Advisory Group
Massachusetts
$436K
LPT
1925
Legacy Private Trust
Wisconsin
$435K