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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
RWM
2326
RKL Wealth Management
Pennsylvania
$242K
BWP
2327
BlueStem Wealth Partners
Minnesota
$242K
TA
2328
TrueWealth Advisors
Alabama
$242K
DWM
2329
DecisionMap Wealth Management
Virginia
$241K
SW
2330
SkyOak Wealth
Michigan
$241K
PAM
2331
PCG Asset Management
New Jersey
$241K
TSWM
2332
Tyler-Stone Wealth Management
Ohio
$240K
WI
2333
Wedgewood Investors
Pennsylvania
$240K
CFAM
2334
Center For Asset Management
Florida
$239K
NBWM
2335
North Berkeley Wealth Management
California
$239K
LIA
2336
LBMC Investment Advisors
Tennessee
$239K
RIS
2337
Retirement Income Solutions
Michigan
$239K
VW
2338
Vance Wealth
California
$239K
SA
2339
Shilanski & Associates
Alaska
$238K
IWP
2340
Invenio Wealth Partners
Florida
$238K
GSWA
2341
Good Steward Wealth Advisors
Tennessee
$237K
MWA
2342
Motive Wealth Advisors
Michigan
$237K
AM
2343
Atwater Malick
Pennsylvania
$237K
FFC
2344
First Financial Corp
Indiana
$236K
FCCM
2345
First City Capital Management
Georgia
$236K
WAL
2346
W Advisors LLC
Tennessee
$235K
CWA
2347
Consilio Wealth Advisors
Washington
$235K
SPFA
2348
Summit Place Financial Advisors
New Jersey
$234K
RPCA
2349
Running Point Capital Advisors
California
$233K
MMM
2350
Mendel Money Management
Illinois
$233K