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American Express

2,684 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 244 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: 2,5882,684 (+96)

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
2,684
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
MMHP
2076
Murphy Middleton Hinkle & Parker
Georgia
$351K
PWP
2077
Perfromance Wealth Partners
Illinois
$351K
KWA
2078
Kellett Wealth Advisors
Ohio
$349K
WFA
2079
Wellspring Financial Advisors
Ohio
$349K
AFM
2080
Aspetuck Financial Management
Connecticut
$349K
NAMNJ
2081
NorthStar Asset Management (New Jersey)
New Jersey
$348K
FBT
2082
First Bankers Trust
Kentucky
$348K
TA
2083
TruWealth Advisors
Louisiana
$347K
PCMC
2084
Paragon Capital Management (Colorado)
Colorado
$347K
TC
2085
Truvestments Capital
Florida
$347K
RIA
2086
Regal Investment Advisors
Michigan
$346K
GWP
2087
Gateway Wealth Partners
Wisconsin
$346K
DOA
2088
D'Orazio & Associates
Virginia
$346K
BCM
2089
BTC Capital Management
Iowa
$346K
LI
2090
Lafayette Investments
Maryland
$345K
GIA
2091
Guyasuta Investment Advisors
Pennsylvania
$344K
FGWP
2092
Founders Grove Wealth Partners
Virginia
$344K
FPB
2093
First PREMIER Bank
South Dakota
$343K
AT
2094
Arlington Trust
Alabama
$341K
SFG
2095
Stonebridge Financial Group
Pennsylvania
$341K
OWP
2096
ORG Wealth Partners
Texas
$339K
THL
2097
Tillman Hartley LLC
Colorado
$339K
CCG
2098
Catalina Capital Group
California
$339K
ATI
2099
Act Two Investors
California
$338K
FWI
2100
Facet Wealth Inc
Maryland
$338K