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American Express

2,695 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, 1,046 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: 2,5952,695 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 958

0.6% more ownership

Funds ownership: 84.24%84.84% (+0.6%)

Holders
2,695
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
DIM
2251
DLK Investment Management
California
$277K
DC
2252
DeDora Capital
California
$277K
MSF
2253
Mustard Seed Financial
Arkansas
$275K
SHWM
2254
Smith & Howard Wealth Management
Georgia
$275K
FHC
2255
First Heartland Consultants
Missouri
$274K
WFMPM
2256
Woodley Farra Manion Portfolio Management
Indiana
$273K
PC
2257
Port Capital
Illinois
$272K
USWIA
2258
UP Strategic Wealth Investment Advisors
Pennsylvania
$271K
BWFA
2259
Baltimore-Washington Financial Advisors
Maryland
$271K
BWS
2260
Broadway Wealth Solutions
Texas
$271K
ABLA
2261
Alan B. Lancz & Associates
Ohio
$271K
GB
2262
Goepper Burkhardt
South Carolina
$271K
ASG
2263
Ariston Services Group
California
$271K
TFM
2264
TFC Financial Management
Massachusetts
$271K
AW
2265
Apricus Wealth
South Carolina
$270K
GHA
2266
Granite Harbor Advisors
Texas
$270K
WFAG
2267
Worth Financial Advisory Group
North Carolina
$270K
MWM
2268
Maridea Wealth Management
New York
$270K
CIAS
2269
CFS Investment Advisory Services
New Jersey
$268K
PMFA
2270
Plante Moran Financial Advisors
Michigan
$268K
FC
2271
Financial Council
Maryland
$267K
DF
2272
DecisionPoint Financial
Arizona
$267K
SAW
2273
Signal Advisors Wealth
Michigan
$266K
AFA
2274
Antonelli Financial Advisors
Michigan
$266K
AGA
2275
Arkos Global Advisors
Texas
$264K