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American Express

2,688 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,044 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: 2,5902,688 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
SWM
476
Stockman Wealth Management
Montana
$13.2M
IEFM
477
IQ EQ Fund Management
Ireland
$13M
FA
478
Financial Avengers
California
$12.9M
GC
479
Grimes & Company
Massachusetts
$12.9M
SCM
480
Shelton Capital Management
Colorado
$12.8M
SMI
481
Shelter Mutual Insurance
Missouri
$12.7M
SC
482
Savant Capital
Illinois
$12.7M
CII
483
Capital International Inc
California
$12.6M
SIM
484
Stratos Investment Management
Ohio
$12.6M
MKA
485
M. Kulyk & Associates
Georgia
$12.5M
IIC
486
Ironwood Investment Counsel
Arizona
$12.4M
SAM
487
Stansberry Asset Management
Texas
$12.4M
TPSF
488
Texas Permanent School Fund
Texas
$12.4M
KFC
489
Klingenstein Fields & Co
New York
$12.3M
RCM
490
Radnor Capital Management
Pennsylvania
$12.3M
MYAM
491
Meiji Yasuda Asset Management
Japan
$12.2M
MSU
492
Mizuho Securities USA
New York
$12.2M
LCI
493
L1 Capital International
Australia
$12.1M
CGI
494
Comgest Global Investors
France
$12M
MFG
495
Merit Financial Group
Georgia
$11.9M
UAM
496
Unison Asset Management
Florida
$11.9M
BCPWM
497
Bradley & Co Private Wealth Management
Florida
$11.8M
WTC
498
WhitTier Trust Company
Nevada
$11.8M
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$11.7M
AF
500
Avanza Fonder
Sweden
$11.7M