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American Express

2,684 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, 1,041 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: 2,5882,684 (+96)

9% more repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,684
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
BSAM
2001
Blue Square Asset Management
New York
$396K
BWP
2002
Burling Wealth Partners
Illinois
$395K
WG
2003
Wealth Group
North Carolina
$395K
OPA
2004
Old Port Advisors
Maine
$395K
SWA
2005
SFMG Wealth Advisors
Texas
$395K
WMP
2006
Wealth Management Partners
Arizona
$394K
NDBT
2007
North Dallas Bank & Trust
Texas
$393K
RA
2008
Ruggaard & Associates
Ohio
$393K
FFP
2009
FourThought Financial Partners
Florida
$392K
VBFG
2010
Vishria Bird Financial Group
Tennessee
$391K
1WM
2011
1900 Wealth Management
Texas
$391K
CS
2012
Capital Square
Tennessee
$391K
RSVP
2013
Ramsay Stattman Vela & Price
Colorado
$391K
FCM
2014
Firestone Capital Management
Florida
$391K
BFG
2015
Bouchey Financial Group
New York
$391K
CSB
2016
City State Bank
Iowa
$390K
KFI
2017
Key Financial Inc
Pennsylvania
$390K
HBT
2018
Heartland Bank & Trust
Illinois
$389K
CWM
2019
Connecticut Wealth Management
Connecticut
$388K
RAM
2020
Redmond Asset Management
Virginia
$387K
CA
2021
Claro Advisors
Massachusetts
$386K
HWA
2022
HHM Wealth Advisors
Tennessee
$386K
SPWM
2023
Spartan Planning & Wealth Management
North Carolina
$385K
SMWM
2024
Silvia McColl Wealth Management
California
$385K
CAAS
2025
Capital Asset Advisory Services
Michigan
$384K