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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
TF
2376
Trek Financial
Arizona
$223K
OBGC
2377
O'Brien Greene & Co
Pennsylvania
$222K
AW
2378
Avion Wealth
Texas
$221K
EFL
2379
ERn Financial LLC
Wisconsin
$221K
LI
2380
LRI Investments
Florida
$220K
FCM
2381
Fourpath Capital Management
Oklahoma
$219K
GCA
2382
Gradient Capital Advisors
California
$219K
FMTCOCP
2383
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K
OBWG
2384
Onyx Bridge Wealth Group
New York
$219K
RFN
2385
Redwood Financial Network
Ohio
$218K
PWMG
2386
Prestige Wealth Management Group
New Jersey
$218K
RWA
2387
Rooted Wealth Advisors
Illinois
$217K
ST
2388
Somerset Trust
Pennsylvania
$217K
SPP
2389
Single Point Partners
Massachusetts
$217K
SI
2390
Seeds Investor
New York
$217K
TBWA
2391
Three Bridge Wealth Advisors
California
$216K
SFA
2392
Semmax Financial Advisors
North Carolina
$215K
EWM
2393
Elmwood Wealth Management
California
$215K
BWL
2394
Bogart Wealth LLC
Virginia
$215K
CPA
2395
Capital Performance Advisors
California
$214K
VAF
2396
Values Added Financial
District of Columbia
$214K
PGA
2397
Portland Global Advisors
Maine
$214K
KIG
2398
Kennedy Investment Group
New Jersey
$214K
MCA
2399
Magnolia Capital Advisors
Mississippi
$213K
FWP
2400
FAS Wealth Partners
Kansas
$211K