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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
KFI
2026
Key Financial Inc
Pennsylvania
$390K
HBT
2027
Heartland Bank & Trust
Illinois
$389K
CWM
2028
Connecticut Wealth Management
Connecticut
$388K
RAM
2029
Redmond Asset Management
Virginia
$387K
CA
2030
Claro Advisors
Massachusetts
$386K
HWA
2031
HHM Wealth Advisors
Tennessee
$386K
SPWM
2032
Spartan Planning & Wealth Management
North Carolina
$385K
SMWM
2033
Silvia McColl Wealth Management
California
$385K
CAAS
2034
Capital Asset Advisory Services
Michigan
$384K
CFO
2035
CVA Family Office
Colorado
$384K
SIC
2036
Samalin Investment Counsel
New York
$384K
WQ
2037
Wealth Quarterback
New Jersey
$383K
OFG
2038
Omega Financial Group
California
$383K
SPAS
2039
Spectrum Planning & Advisory Services
California
$382K
APG
2040
Abacus Planning Group
South Carolina
$382K
MIC
2041
Means Investment Company
Maine
$381K
LSWP
2042
Liberty Square Wealth Partners
Pennsylvania
$381K
VC
2043
Vicus Capital
Pennsylvania
$379K
GFPC
2044
Global Financial Private Client
Florida
$377K
MHC
2045
May Hill Capital
Massachusetts
$376K
NFG
2046
Nadler Financial Group
Illinois
$375K
VFA
2047
Voya Financial Advisors
Connecticut
$375K
MIM
2048
Montgomery Investment Management
Maryland
$375K
OC
2049
Opinicus Capital
Florida
$374K
HWA
2050
Heartwood Wealth Advisors
Virginia
$374K