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American Express

2,696 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, 1,047 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
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
CIAS
1976
Capital Investment Advisory Services
North Carolina
$416K
ISWM
1977
Independent Solutions Wealth Management
New York
$415K
FA
1978
Fagan Associates
New York
$415K
SAA
1979
Southeast Asset Advisors
Georgia
$413K
VWM
1980
Vigilare Wealth Management
Arizona
$412K
WDC
1981
Woodward Diversified Capital
California
$411K
BWM
1982
Birchcreek Wealth Management
Ohio
$411K
BI
1983
Ballast Inc
Kentucky
$411K
WBC
1984
West Branch Capital
Massachusetts
$411K
AAS
1985
Annex Advisory Services
Wisconsin
$408K
CIS
1986
Custom Index Systems
New York
$408K
BOPW
1987
Brandywine Oak Private Wealth
Pennsylvania
$408K
4WM
1988
4J Wealth Management
Virginia
$408K
PMSA
1989
Patrick M. Sweeney & Associates
Illinois
$407K
HC
1990
Hamilton Capital
Ohio
$407K
WMA
1991
West Michigan Advisors
Michigan
$406K
DJYG
1992
David J. Yvars Group
Florida
$405K
AMG
1993
Advisors Management Group
Wisconsin
$405K
EPP
1994
ETF Portfolio Partners
Kansas
$405K
MHR
1995
Matthew Hamilton Rosenberg
$405K
PWP
1996
Phillips Wealth Planners
Mississippi
$404K
MCM
1997
Mainstream Capital Management
California
$404K
AWA
1998
Alta Wealth Advisors
Massachusetts
$403K
AWAU
1999
Alliance Wealth Advisors (Utah)
Utah
$402K
NL
2000
NWAM LLC
Washington
$401K