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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
BWFA
2251
Baltimore-Washington Financial Advisors
Maryland
$271K
BWS
2252
Broadway Wealth Solutions
Texas
$271K
GB
2253
Goepper Burkhardt
South Carolina
$271K
ABLA
2254
Alan B. Lancz & Associates
Ohio
$271K
ASG
2255
Ariston Services Group
California
$271K
TFM
2256
TFC Financial Management
Massachusetts
$271K
AW
2257
Apricus Wealth
South Carolina
$270K
GHA
2258
Granite Harbor Advisors
Texas
$270K
WFAG
2259
Worth Financial Advisory Group
North Carolina
$270K
MWM
2260
Maridea Wealth Management
New York
$270K
CIAS
2261
CFS Investment Advisory Services
New Jersey
$268K
PMFA
2262
Plante Moran Financial Advisors
Michigan
$268K
FC
2263
Financial Council
Maryland
$267K
DF
2264
DecisionPoint Financial
Arizona
$267K
SAW
2265
Signal Advisors Wealth
Michigan
$266K
AFA
2266
Antonelli Financial Advisors
Michigan
$266K
AGA
2267
Arkos Global Advisors
Texas
$264K
CWA
2268
Canvas Wealth Advisors
Kansas
$264K
CFA
2269
Capstone Financial Advisors
Illinois
$263K
AGWCA
2270
Annis Gardner Whiting Capital Advisors
Florida
$263K
RS
2271
Rakuten Securities
Japan
$263K
FH
2272
FWG Holdings
Florida
$263K
HCM
2273
Hengehold Capital Management
Ohio
$262K
CB
2274
Chris Bulman
California
$262K
WAM
2275
Wallington Asset Management
Indiana
$262K