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American Express

2,688 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,044 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: 2,5902,688 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
FWCM
901
Ferguson Wellman Capital Management
Oregon
$3.25M
AWM
902
Arista Wealth Management
Nevada
$3.25M
WB
903
Webster Bank
Connecticut
$3.24M
MGIA
904
Moneta Group Investment Advisors
Missouri
$3.24M
SCM
905
Sterling Capital Management
North Carolina
$3.23M
SCM
906
SOL Capital Management
Maryland
$3.23M
SC
907
Sawyer & Company
Massachusetts
$3.22M
XWM
908
Xcel Wealth Management
Florida
$3.21M
SS
909
SBI Securities
Japan
$3.21M
Empower Advisory Group
910
Empower Advisory Group
Colorado
$3.2M
IVP
911
Intrinsic Value Partners
Arizona
$3.19M
CCP
912
Cunning Capital Partners
North Carolina
$3.19M
VST
913
Van Strum & Towne
California
$3.19M
GIO
914
Galilei Investment Office
United Kingdom
$3.18M
PCS
915
Personal CFO Solutions
New Jersey
$3.18M
UHC
916
Union Heritage Capital
Michigan
$3.18M
GI
917
GAMMA Investing
California
$3.16M
ACA
918
Aptus Capital Advisors
Alabama
$3.15M
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$3.15M
DAM
920
Doheny Asset Management
California
$3.15M
WWM
921
Wolff Wiese Magana
California
$3.14M
KC
922
Knuff & Co
California
$3.14M
BPWM
923
BCS Private Wealth Management
New Jersey
$3.13M
EW
924
Evoke Wealth
California
$3.13M
NL
925
NVWM LLC
Pennsylvania
$3.13M