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American Express

2,695 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, 1,046 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: 2,5952,695 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 958

0.6% more ownership

Funds ownership: 84.24%84.84% (+0.6%)

Holders
2,695
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
CWA
2276
Canvas Wealth Advisors
Kansas
$264K
CFA
2277
Capstone Financial Advisors
Illinois
$263K
AGWCA
2278
Annis Gardner Whiting Capital Advisors
Florida
$263K
RS
2279
Rakuten Securities
Japan
$263K
FH
2280
FWG Holdings
Florida
$263K
HCM
2281
Hengehold Capital Management
Ohio
$262K
CB
2282
Chris Bulman
California
$262K
WAM
2283
Wallington Asset Management
Indiana
$262K
CIS
2284
Connors Investor Services
Pennsylvania
$262K
TIP
2285
Tandem Investment Partners
New Jersey
$262K
GJWM
2286
Gilliland Jeter Wealth Management
Arkansas
$261K
FFA
2287
Fi3 Financial Advisors
Indiana
$261K
IF
2288
Intrua Financial
Texas
$261K
NECFA
2289
New England Capital Financial Advisors
Connecticut
$261K
WA
2290
Wealthstream Advisors
New York
$261K
BTWM
2291
Baker Tilly Wealth Management
Wisconsin
$261K
BW
2292
BXM Wealth
Colorado
$260K
BCM
2293
Becker Capital Management
Oregon
$260K
WIM
2294
Westside Investment Management
California
$259K
CWA
2295
Core Wealth Advisors
Florida
$259K
KWMG
2296
King Wealth Management Group
Florida
$259K
RPCONE
2297
Retirement Planning Company of New England
Rhode Island
$259K
MCP
2298
Mirador Capital Partners
California
$259K
ACG
2299
Allen Capital Group
Nebraska
$259K
CWM
2300
Centurion Wealth Management
Virginia
$258K