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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
SC
2301
Summa Corp
Texas
$258K
BCA
2302
Bay Colony Advisors
Massachusetts
$258K
SCM
2303
Saxony Capital Management
Missouri
$256K
PAMG
2304
Patton Albertson Miller Group
Tennessee
$256K
BFIC
2305
Bedell Frazier Investment Counselling
California
$255K
EM
2306
ELCO Management
New York
$255K
KIA
2307
Knollwood Investment Advisory
Maryland
$255K
BRM
2308
Boston Research & Management
Massachusetts
$255K
CWAG
2309
Compton Wealth Advisory Group
Virginia
$253K
SFP
2310
Sandbox Financial Partners
Maryland
$253K
IF
2311
IRON Financial
Illinois
$253K
FA
2312
FDx Advisors
Illinois
$252K
KFS
2313
Kelly Financial Services
Massachusetts
$251K
CAWM
2314
Capital Advisors Wealth Management
Washington
$251K
PAM
2315
PVG Asset Management
Colorado
$251K
LFGO
2316
Legacy Financial Group (Oklahoma)
Oklahoma
$250K
FNB
2317
Farmers National Bank
Kentucky
$250K
B
2318
Bellecapital
Switzerland
$250K
PSCM
2319
Per Stirling Capital Management
Texas
$249K
WSWA
2320
Warren Street Wealth Advisors
California
$248K
CWA
2321
Consilium Wealth Advisory
Texas
$248K
LF
2322
Lantz Financial
Illinois
$248K
DDC
2323
DF Dent & Co
Maryland
$247K
BWM
2324
Baron Wealth Management
Michigan
$247K
LOPW
2325
Live Oak Private Wealth
North Carolina
$247K