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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
FWA
2126
Flagship Wealth Advisors
Massachusetts
$331K
ECA
2127
Elevated Capital Advisors
Utah
$328K
OIS
2128
OneAscent Investment Solutions
Alabama
$327K
NI
2129
NDVR Inc
Massachusetts
$327K
PMWMG
2130
Parr McKnight Wealth Management Group
Minnesota
$327K
AT
2131
American Trust
Kentucky
$327K
CCA
2132
Cottonwood Capital Advisors
Utah
$325K
SCM
2133
Stonebridge Capital Management
California
$325K
PCM
2134
Princeton Capital Management
New Jersey
$324K
VIP
2135
Vista Investment Partners
Oklahoma
$324K
ACI
2136
Alpha Cubed Investments
California
$323K
GWM
2137
Gibbs Wealth Management
Georgia
$323K
BWM
2138
Buckley Wealth Management
Nevada
$323K
BCG
2139
BayBridge Capital Group
California
$323K
BW
2140
BIP Wealth
Georgia
$322K
MAWCM
2141
Mine & Arao Wealth Creation & Management
California
$322K
FFM
2142
Fullerton Fund Management
Singapore
$322K
AA
2143
Alesco Advisors
New York
$322K
SH
2144
SLT Holdings
Arizona
$322K
AFW
2145
Avantra Family Wealth
Pennsylvania
$321K
FAM
2146
Formidable Asset Management
Ohio
$321K
CST
2147
Charles Schwab Trust
Nevada
$320K
CAC
2148
Certified Advisory Corp
Florida
$320K
Cohen & Steers
2149
Cohen & Steers
New York
$319K
SC
2150
Sierra Capital
Florida
$319K