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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
LJHT
2351
Laurie J. Hall Trustee
$233K
WH
2352
Willner & Heller
California
$232K
SPF
2353
South Plains Financial
Texas
$232K
PCM
2354
Parsons Capital Management
Rhode Island
$232K
AWP
2355
Ascent Wealth Partners
New York
$232K
CCM
2356
Canal Capital Management
Virginia
$231K
AWP
2357
Abacus Wealth Partners
California
$231K
NWWA
2358
New Wave Wealth Advisors
Arkansas
$230K
AWAG
2359
ARS Wealth Advisors Group
Florida
$230K
Q
2360
QVR
California
$230K
PSFG
2361
Park Square Financial Group
Georgia
$229K
SGC
2362
Slocum, Gordon & Co
Rhode Island
$229K
SWIM
2363
Smallwood Wealth Investment Management
New Jersey
$229K
HF
2364
Holcombe Financial
Georgia
$227K
SFS
2365
Stiles Financial Services
Minnesota
$227K
RL
2366
Retireful LLC
Michigan
$226K
T
2367
Tidemark
California
$225K
FFC
2368
Frederick Financial Consultants
Maryland
$225K
AFA
2369
American Financial Advisors
Georgia
$224K
MAG
2370
M3 Advisory Group
Massachusetts
$224K
CCWM
2371
Correct Capital Wealth Management
Missouri
$223K
BMCM
2372
Burns Matteson Capital Management
New York
$223K
PCM
2373
Pointe Capital Management
Michigan
$223K
PHWM
2374
Pine Harbor Wealth Management
Maryland
$223K
PVAMC
2375
PPS&V Asset Management Consultants
Michigan
$223K