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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
CPC
2426
Congress Park Capital
New York
$207K
IAS
2427
IMA Advisory Services
Colorado
$207K
AGC
2428
Aspen Grove Capital
Colorado
$207K
FWM
2429
FMB Wealth Management
California
$206K
CCAL
2430
City Center Advisors LLC
Michigan
$206K
LWM
2431
Lionshead Wealth Management
New York
$206K
FA
2432
Fiducient Advisors
Illinois
$205K
CA
2433
Claris Advisors
Missouri
$205K
GHA
2434
GW Henssler & Associates
Georgia
$205K
SW
2435
SMART Wealth
Nebraska
$204K
LB
2436
Legacy Bridge
Iowa
$204K
TFIPS
2437
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K
TCMP
2438
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K
CWP
2439
Curated Wealth Partners
California
$204K
CCM
2440
Chickasaw Capital Management
Tennessee
$204K
FF
2441
Foronjy Financial
California
$204K
IHWM
2442
Iron Horse Wealth Management
Iowa
$204K
1IA
2443
1620 Investment Advisors
Massachusetts
$204K
W
2444
WealthCollab
Washington
$204K
BGAI
2445
Bruce G. Allen Investments
Colorado
$203K
BMD
2446
Better Money Decisions
New Mexico
$203K
MCCA
2447
Mill Creek Capital Advisors
Pennsylvania
$203K
VP
2448
Verum Partners
North Carolina
$203K
BWM
2449
BCS Wealth Management
Tennessee
$203K
CGFA
2450
Colton Groome Financial Advisors
North Carolina
$203K