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American Express

2,683 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, 1,040 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: 2,5882,683 (+95)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,683
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
CIS
2276
Connors Investor Services
Pennsylvania
$262K
TIP
2277
Tandem Investment Partners
New Jersey
$262K
GJWM
2278
Gilliland Jeter Wealth Management
Arkansas
$261K
FFA
2279
Fi3 Financial Advisors
Indiana
$261K
IF
2280
Intrua Financial
Texas
$261K
NECFA
2281
New England Capital Financial Advisors
Connecticut
$261K
WA
2282
Wealthstream Advisors
New York
$261K
BTWM
2283
Baker Tilly Wealth Management
Wisconsin
$261K
BW
2284
BXM Wealth
Colorado
$260K
BCM
2285
Becker Capital Management
Oregon
$260K
WIM
2286
Westside Investment Management
California
$259K
CWA
2287
Core Wealth Advisors
Florida
$259K
KWMG
2288
King Wealth Management Group
Florida
$259K
RPCONE
2289
Retirement Planning Company of New England
Rhode Island
$259K
MCP
2290
Mirador Capital Partners
California
$259K
ACG
2291
Allen Capital Group
Nebraska
$259K
CWM
2292
Centurion Wealth Management
Virginia
$258K
SC
2293
Summa Corp
Texas
$258K
BCA
2294
Bay Colony Advisors
Massachusetts
$258K
SCM
2295
Saxony Capital Management
Missouri
$256K
PAMG
2296
Patton Albertson Miller Group
Tennessee
$256K
BFIC
2297
Bedell Frazier Investment Counselling
California
$255K
EM
2298
ELCO Management
New York
$255K
KIA
2299
Knollwood Investment Advisory
Maryland
$255K
BRM
2300
Boston Research & Management
Massachusetts
$255K