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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
CIA
2476
Cape Investment Advisory
Georgia
$160K
SL
2477
Salomon & Ludwin
Virginia
$160K
CCMI
2478
Creative Capital Management Investments
California
$159K
DMBA
2479
Deseret Mutual Benefit Administrators
Utah
$155K
RFG
2480
REAP Financial Group
Texas
$149K
CB
2481
CNB Bank
Pennsylvania
$141K
CVM
2482
Cheviot Value Management
California
$141K
BHWM
2483
Bay Harbor Wealth Management
Maryland
$141K
FFL
2484
Financial Freedom LLC
Ohio
$140K
PP
2485
PrairieView Partners
Minnesota
$140K
BHWM
2486
Beaird Harris Wealth Management
Texas
$136K
B
2487
Birchbrook
Maine
$131K
FMB
2488
Field & Main Bank
Kentucky
$128K
BIA
2489
Bell Investment Advisors
California
$126K
FC
2490
Fairscale Capital
New Hampshire
$126K
AEPWM
2491
Atlantic Edge Private Wealth Management
Florida
$121K
IWMWV
2492
Ironwood Wealth Management (West Virginia)
West Virginia
$120K
GKIM
2493
GW&K Investment Management
Massachusetts
$118K
HCM
2494
Hollencrest Capital Management
California
$117K
BWM
2495
Bernard Wealth Management
Michigan
$117K
JFGIW
2496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K
MAM
2497
Meeder Asset Management
Ohio
$116K
CMP
2498
Coston McIsaac & Partners
Maine
$114K
OP
2499
ORG Partners
Indiana
$112K
CFD
2500
Creative Financial Designs
Indiana
$111K