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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
CFO
2026
CVA Family Office
Colorado
$384K
SIC
2027
Samalin Investment Counsel
New York
$384K
WQ
2028
Wealth Quarterback
New Jersey
$383K
OFG
2029
Omega Financial Group
California
$383K
SPAS
2030
Spectrum Planning & Advisory Services
California
$382K
APG
2031
Abacus Planning Group
South Carolina
$382K
MIC
2032
Means Investment Company
Maine
$381K
LSWP
2033
Liberty Square Wealth Partners
Pennsylvania
$381K
VC
2034
Vicus Capital
Pennsylvania
$379K
GFPC
2035
Global Financial Private Client
Florida
$377K
MHC
2036
May Hill Capital
Massachusetts
$376K
NFG
2037
Nadler Financial Group
Illinois
$375K
VFA
2038
Voya Financial Advisors
Connecticut
$375K
MIM
2039
Montgomery Investment Management
Maryland
$375K
OC
2040
Opinicus Capital
Florida
$374K
HWA
2041
Heartwood Wealth Advisors
Virginia
$374K
AWA
2042
AGH Wealth Advisors
Kansas
$373K
VCM
2043
Vivaldi Capital Management
Illinois
$371K
BCM
2044
Berbice Capital Management
New York
$371K
GSEP
2045
Golden State Equity Partners
California
$371K
EWA
2046
Encompass Wealth Advisors
Oregon
$371K
GWM
2047
Gitterman Wealth Management
New Jersey
$370K
MAG
2048
Mayfair Advisory Group
Alabama
$369K
BTWM
2049
Brass Tax Wealth Management
Ohio
$369K
NWM
2050
Northwest Wealth Management
Iowa
$368K