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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
WBWA
2476
William B. Walkup & Associates
South Carolina
$180K
AA
2477
Addison Advisors
Vermont
$179K
IUHSA
2478
Itau Unibanco Holding S.A.
Brazil
$179K
SNB
2479
Security National Bank
Nebraska
$174K
MAFA
2480
MJT & Associates Financial Advisory
Minnesota
$173K
VWA
2481
VSM Wealth Advisory
Maryland
$170K
SC
2482
Stephens Consulting
Michigan
$165K
AWM
2483
Activest Wealth Management
Florida
$163K
IWM
2484
IMG Wealth Management
Florida
$162K
CIA
2485
Cape Investment Advisory
Georgia
$160K
SL
2486
Salomon & Ludwin
Virginia
$160K
CCMI
2487
Creative Capital Management Investments
California
$159K
DMBA
2488
Deseret Mutual Benefit Administrators
Utah
$155K
RFG
2489
REAP Financial Group
Texas
$149K
CB
2490
CNB Bank
Pennsylvania
$141K
CVM
2491
Cheviot Value Management
California
$141K
BHWM
2492
Bay Harbor Wealth Management
Maryland
$141K
FFL
2493
Financial Freedom LLC
Ohio
$140K
PP
2494
PrairieView Partners
Minnesota
$140K
BHWM
2495
Beaird Harris Wealth Management
Texas
$136K
B
2496
Birchbrook
Maine
$131K
FMB
2497
Field & Main Bank
Kentucky
$128K
BIA
2498
Bell Investment Advisors
California
$126K
FC
2499
Fairscale Capital
New Hampshire
$126K
AEPWM
2500
Atlantic Edge Private Wealth Management
Florida
$121K