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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
MF
2001
Manchester Financial
California
$401K
SCM
2002
Sterneck Capital Management
Missouri
$401K
BP
2003
BBR Partners
New York
$401K
HPM
2004
Hoxton Planning & Management
West Virginia
$401K
LW
2005
Libra Wealth
California
$400K
CMTU
2006
Capital Markets Trading (UK)
United Kingdom
$399K
KB
2007
Kimelman & Baird
New York
$399K
CAM
2008
Claret Asset Management
Quebec, Canada
$398K
TLA
2009
Tanglewood Legacy Advisors
Texas
$398K
BSAM
2010
Blue Square Asset Management
New York
$396K
BWP
2011
Burling Wealth Partners
Illinois
$395K
WG
2012
Wealth Group
North Carolina
$395K
OPA
2013
Old Port Advisors
Maine
$395K
SWA
2014
SFMG Wealth Advisors
Texas
$395K
WMP
2015
Wealth Management Partners
Arizona
$394K
NDBT
2016
North Dallas Bank & Trust
Texas
$393K
RA
2017
Ruggaard & Associates
Ohio
$393K
FFP
2018
FourThought Financial Partners
Florida
$392K
VBFG
2019
Vishria Bird Financial Group
Tennessee
$391K
1WM
2020
1900 Wealth Management
Texas
$391K
CS
2021
Capital Square
Tennessee
$391K
RSVP
2022
Ramsay Stattman Vela & Price
Colorado
$391K
FCM
2023
Firestone Capital Management
Florida
$391K
BFG
2024
Bouchey Financial Group
New York
$391K
CSB
2025
City State Bank
Iowa
$390K