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American Express

2,683 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, 1,040 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: 2,5882,683 (+95)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,683
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
CWAG
2301
Compton Wealth Advisory Group
Virginia
$253K
SFP
2302
Sandbox Financial Partners
Maryland
$253K
IF
2303
IRON Financial
Illinois
$253K
FA
2304
FDx Advisors
Illinois
$252K
KFS
2305
Kelly Financial Services
Massachusetts
$251K
CAWM
2306
Capital Advisors Wealth Management
Washington
$251K
PAM
2307
PVG Asset Management
Colorado
$251K
LFGO
2308
Legacy Financial Group (Oklahoma)
Oklahoma
$250K
FNB
2309
Farmers National Bank
Kentucky
$250K
B
2310
Bellecapital
Switzerland
$250K
PSCM
2311
Per Stirling Capital Management
Texas
$249K
WSWA
2312
Warren Street Wealth Advisors
California
$248K
CWA
2313
Consilium Wealth Advisory
Texas
$248K
LF
2314
Lantz Financial
Illinois
$248K
DDC
2315
DF Dent & Co
Maryland
$247K
BWM
2316
Baron Wealth Management
Michigan
$247K
LOPW
2317
Live Oak Private Wealth
North Carolina
$247K
LA
2318
Latitude Advisors
Florida
$246K
SFM
2319
Signet Financial Management
New Jersey
$246K
HGWM
2320
Horst & Graben Wealth Management
Oregon
$246K
WAS
2321
Wealth Advisory Solutions
Indiana
$245K
TCBWMS
2322
Texas Capital Bank Wealth Management Services
Texas
$245K
WMN
2323
Wealth Management Nebraska
Nebraska
$244K
HFS
2324
Hoge Financial Services
Pennsylvania
$244K
WDG
2325
Wealth Dimensions Group
Ohio
$243K