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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
AWA
2051
AGH Wealth Advisors
Kansas
$373K
VCM
2052
Vivaldi Capital Management
Illinois
$371K
BCM
2053
Berbice Capital Management
New York
$371K
GSEP
2054
Golden State Equity Partners
California
$371K
EWA
2055
Encompass Wealth Advisors
Oregon
$371K
GWM
2056
Gitterman Wealth Management
New Jersey
$370K
MAG
2057
Mayfair Advisory Group
Alabama
$369K
BTWM
2058
Brass Tax Wealth Management
Ohio
$369K
NWM
2059
Northwest Wealth Management
Iowa
$368K
CIP
2060
Convergence Investment Partners
Florida
$367K
EGA
2061
E&G Advisors
Texas
$367K
MC
2062
Middleton & Co
Massachusetts
$367K
PIP
2063
Peachtree Investment Partners
Florida
$365K
PCWA
2064
Pacific Capital Wealth Advisors
California
$364K
AC
2065
Allstate Corporation
Illinois
$362K
CG
2066
Clifford Group
Massachusetts
$362K
HI
2067
Hudock Inc
Pennsylvania
$361K
UFA
2068
Uptown Financial Advisors
Texas
$359K
ATS
2069
Ashton Thomas Securities
New York
$359K
SSC
2070
Syverson Strege & Co
Iowa
$359K
AIM
2071
Advyzon Investment Management
Illinois
$358K
OCM
2072
Osterweis Capital Management
California
$358K
LL
2073
LPWM LLC
Minnesota
$358K
PGAM
2074
Princeton Global Asset Management
New Jersey
$357K
KIG
2075
Kessler Investment Group
Indiana
$357K