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American Express

2,670 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 1,039 increasing their positions, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,670
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.8%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.42%
New
241
Increased
1,039
Reduced
949
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
2301
Per Stirling Capital Management
Texas
$249K +$638 +2 +0.3%
WSWA
2302
Warren Street Wealth Advisors
California
$248K +$248K +779 New
CWA
2303
Consilium Wealth Advisory
Texas
$248K
LF
2304
Lantz Financial
Illinois
$248K +$248K +776 New
DDC
2305
DF Dent & Co
Maryland
$247K
BWM
2306
Baron Wealth Management
Michigan
$247K +$247K +774 New
LOPW
2307
Live Oak Private Wealth
North Carolina
$247K -$1.91K -6 -0.8%
LA
2308
Latitude Advisors
Florida
$246K -$2.55K -8 -1%
SFM
2309
Signet Financial Management
New Jersey
$246K +$246K +770 New
HGWM
2310
Horst & Graben Wealth Management
Oregon
$246K +$4.78K +15 +2%
WAS
2311
Wealth Advisory Solutions
Indiana
$245K -$80.4K -252 -25%
TCBWMS
2312
Texas Capital Bank Wealth Management Services
Texas
$245K +$245K +767 New
WMN
2313
Wealth Management Nebraska
Nebraska
$244K -$24.1K -76 -9%
HFS
2314
Hoge Financial Services
Pennsylvania
$244K +$244K +764 New
WDG
2315
Wealth Dimensions Group
Ohio
$243K
RWM
2316
RKL Wealth Management
Pennsylvania
$242K +$242K +760 New
BWP
2317
BlueStem Wealth Partners
Minnesota
$242K +$242K +758 New
TA
2318
TrueWealth Advisors
Alabama
$242K +$242K +758 New
DWM
2319
DecisionMap Wealth Management
Virginia
$241K +$241K +757 New
SW
2320
SkyOak Wealth
Michigan
$241K
PAM
2321
PCG Asset Management
New Jersey
$241K +$241K +755 New
TSWM
2322
Tyler-Stone Wealth Management
Ohio
$240K -$12.8K -40 -5%
WI
2323
Wedgewood Investors
Pennsylvania
$240K
CFAM
2324
Center For Asset Management
Florida
$239K
NBWM
2325
North Berkeley Wealth Management
California
$239K