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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
LA
2326
Latitude Advisors
Florida
$246K
SFM
2327
Signet Financial Management
New Jersey
$246K
HGWM
2328
Horst & Graben Wealth Management
Oregon
$246K
MWM
2329
Manske Wealth Management
Texas
$245K
WAS
2330
Wealth Advisory Solutions
Indiana
$245K
TCBWMS
2331
Texas Capital Bank Wealth Management Services
Texas
$245K
WMN
2332
Wealth Management Nebraska
Nebraska
$244K
HFS
2333
Hoge Financial Services
Pennsylvania
$244K
WDG
2334
Wealth Dimensions Group
Ohio
$243K
RWM
2335
RKL Wealth Management
Pennsylvania
$242K
BWP
2336
BlueStem Wealth Partners
Minnesota
$242K
TA
2337
TrueWealth Advisors
Alabama
$242K
DWM
2338
DecisionMap Wealth Management
Virginia
$241K
SW
2339
SkyOak Wealth
Michigan
$241K
PAM
2340
PCG Asset Management
New Jersey
$241K
TSWM
2341
Tyler-Stone Wealth Management
Ohio
$240K
WI
2342
Wedgewood Investors
Pennsylvania
$240K
CFAM
2343
Center For Asset Management
Florida
$239K
LIA
2344
LBMC Investment Advisors
Tennessee
$239K
NBWM
2345
North Berkeley Wealth Management
California
$239K
RIS
2346
Retirement Income Solutions
Michigan
$239K
VW
2347
Vance Wealth
California
$239K
SA
2348
Shilanski & Associates
Alaska
$238K
IWP
2349
Invenio Wealth Partners
Florida
$238K
GSWA
2350
Good Steward Wealth Advisors
Tennessee
$237K