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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
TBWA
2401
Three Bridge Wealth Advisors
California
$216K
SFA
2402
Semmax Financial Advisors
North Carolina
$215K
EWM
2403
Elmwood Wealth Management
California
$215K
BWL
2404
Bogart Wealth LLC
Virginia
$215K
CPA
2405
Capital Performance Advisors
California
$214K
VAF
2406
Values Added Financial
District of Columbia
$214K
PGA
2407
Portland Global Advisors
Maine
$214K
KIG
2408
Kennedy Investment Group
New Jersey
$214K
MCA
2409
Magnolia Capital Advisors
Mississippi
$213K
FWP
2410
FAS Wealth Partners
Kansas
$211K
T
2411
TOBAM
France
$211K
Betterment LLC
2412
Betterment LLC
New York
$211K
PFG
2413
Pinnacle Financial Group
Illinois
$211K
WCMN
2414
Westchester Capital Management (Nebraska)
Nebraska
$211K
TFA
2415
Trinity Financial Advisors
Ohio
$211K
RW
2416
RVW Wealth
California
$211K
DCM
2417
Donaldson Capital Management
Indiana
$210K
GFG
2418
Goldstone Financial Group
Illinois
$210K
FC
2419
Fusion Capital
South Carolina
$209K
AIS
2420
AM Investment Strategies
Tennessee
$209K
HKAM
2421
Horizon Kinetics Asset Management
New York
$209K
COCM
2422
Charter Oak Capital Management
New Hampshire
$208K
EIA
2423
Eldridge Investment Advisors
New Hampshire
$208K
CAM
2424
Clark Asset Management
New Hampshire
$208K
FFO
2425
Fortitude Family Office
Arizona
$208K