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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
WTB
1951
Washington Trust Bank
Washington
$428K
LIWM
1952
Long Island Wealth Management
New York
$427K
HWP
1953
Hibernia Wealth Partners
Louisiana
$427K
TCOTS
1954
Trust Company of the South
North Carolina
$426K
FFIC
1955
First Fiduciary Investment Counsel
Ohio
$425K
RFP
1956
Root Financial Partners
California
$425K
SWR
1957
Spahn Wealth & Retirement
Arizona
$424K
FNC
1958
First National Corp
Massachusetts
$424K
SN
1959
Sittner & Nelson
Oregon
$423K
OF
1960
Optimize Financial
California
$423K
PG
1961
Prostatis Group
Maryland
$423K
MWM
1962
MinichMacGregor Wealth Management
New York
$422K
SHJ
1963
Sharkey, Howes & Javer
Colorado
$421K
WP
1964
WealthShield Partners
North Carolina
$421K
SEA
1965
Stegent Equity Advisors
Texas
$421K
CAL
1966
Capital Advisors Ltd
Ohio
$420K
MCM
1967
Mendel Capital Management
Arkansas
$420K
OFG
1968
Oxford Financial Group
Indiana
$419K
AWP
1969
Accretive Wealth Partners
New Jersey
$418K
PI
1970
PineBridge Investments
New York
$416K
AFT
1971
Alpha Family Trust
California
$416K
KFA
1972
Kapstone Financial Advisors
Ohio
$416K
KWM
1973
Keebeck Wealth Management
Illinois
$416K
NFG
1974
Nations Financial Group
Iowa
$416K
AF
1975
Apollon Financial
South Carolina
$416K