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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
CAG
1926
Centerpoint Advisory Group
Kansas
$435K
KA
1927
KLCM Advisors
Wisconsin
$433K
OWM
1928
OneAscent Wealth Management
Alabama
$433K
CTA
1929
Colonial Trust Advisors
South Carolina
$433K
HFM
1930
Harvest Fund Management
China
$432K
HFRG
1931
Houlihan Financial Resource Group
Virginia
$432K
IIA
1932
IPG Investment Advisors
California
$432K
VWA
1933
Visionary Wealth Advisors
Illinois
$432K
GAMC
1934
Garner Asset Management Corp
Texas
$431K
HFS
1935
Howard Financial Services
Texas
$431K
JWBC
1936
J.W. Burns & Co
New York
$431K
SAM
1937
Summit Asset Management
Tennessee
$431K
NAMP
1938
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K
WCFA
1939
Walkner Condon Financial Advisors
Wisconsin
$430K
WA
1940
Westfuller Advisors
New York
$430K
AFP
1941
Ausdal Financial Partners
Iowa
$430K
EA
1942
Enclave Advisors
Texas
$430K
SCM
1943
Schnieders Capital Management
California
$428K
WTB
1944
Washington Trust Bank
Washington
$428K
LIWM
1945
Long Island Wealth Management
New York
$427K
HWP
1946
Hibernia Wealth Partners
Louisiana
$427K
TCOTS
1947
Trust Company of the South
North Carolina
$426K
FFIC
1948
First Fiduciary Investment Counsel
Ohio
$425K
RFP
1949
Root Financial Partners
California
$425K
FNC
1950
First National Corp
Massachusetts
$424K