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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
BC
2451
Brio Consultants
California
$203K
WPWM
2452
Western Pacific Wealth Management
Illinois
$202K
MFWP
2453
Mosaic Family Wealth Partners
Missouri
$202K
LWA
2454
Lantern Wealth Advisors
New York
$202K
FCM
2455
Fogel Capital Management
Florida
$201K
ACA
2456
Affinity Capital Advisors
California
$201K
BFO
2457
Biltmore Family Office
North Carolina
$200K
CWM
2458
Centricity Wealth Management
Ohio
$200K
TPWA
2459
Twin Peaks Wealth Advisors
California
$198K
MWM
2460
Mascoma Wealth Management
New Hampshire
$198K
FCT
2461
First Community Trust
Iowa
$195K
KTC
2462
Kentucky Trust Company
Kentucky
$193K
AF
2463
Advisornet Financial
Minnesota
$192K
CFS
2464
CGC Financial Services
Oregon
$186K
SIS
2465
Sound Income Strategies
Florida
$184K
WBWA
2466
William B. Walkup & Associates
South Carolina
$180K
AA
2467
Addison Advisors
Vermont
$179K
IUHSA
2468
Itau Unibanco Holding S.A.
Brazil
$179K
EPIMS
2469
Evelyn Partners Investment Management Services
$176K
SNB
2470
Security National Bank
Nebraska
$174K
MAFA
2471
MJT & Associates Financial Advisory
Minnesota
$173K
VWA
2472
VSM Wealth Advisory
Maryland
$170K
SC
2473
Stephens Consulting
Michigan
$165K
AWM
2474
Activest Wealth Management
Florida
$163K
IWM
2475
IMG Wealth Management
Florida
$162K