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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
KWM
2201
Kingsman Wealth Management
Florida
$295K
WWM
2202
WT Wealth Management
Arizona
$294K
ACA
2203
Ackerman Capital Advisors
Texas
$293K
NFP
2204
Narus Financial Partners
Utah
$293K
QWM
2205
Quadcap Wealth Management
Texas
$293K
SC
2206
Stephenson & Company
California
$293K
EA
2207
Everpar Advisors
Oklahoma
$293K
LCWP
2208
Legacy Capital Wealth Partners
Arkansas
$292K
BWP
2209
Barlow Wealth Partners
Kentucky
$292K
BWA
2210
Bestgate Wealth Advisors
Maryland
$292K
NCTC
2211
New Covenant Trust Company
Indiana
$291K
MPM
2212
Meritage Portfolio Management
Kansas
$290K
AIP
2213
Almanack Investment Partners
Pennsylvania
$290K
CAM
2214
Costello Asset Management
Pennsylvania
$288K
MIC
2215
Meridian Investment Counsel
California
$288K
GWM
2216
GSB Wealth Management
Connecticut
$288K
MFGM
2217
Marshall Financial Group (Maryland)
Maryland
$288K
OSNBOA
2218
Old Second National Bank of Aurora
Illinois
$287K
TF
2219
Talbot Financial
Washington
$287K
ODIJL
2220
One Day In July LLC
Vermont
$286K
DFP
2221
Defined Financial Planning
California
$286K
OWM
2222
Orca Wealth Management
Florida
$286K
JWM
2223
JGP Wealth Management
Oregon
$286K
JC
2224
JB Capital
Connecticut
$285K
AC
2225
ASB Consultores
Florida
$285K