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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
B
526
Bensler
Washington
$10.5M
LSWM
527
Lorne Steinberg Wealth Management
Canada
$10.5M
SAM
528
Shell Asset Management
Netherlands
$10.4M
DA
529
DCM Advisors
New York
$10.3M
AIM
530
Artemis Investment Management
United Kingdom
$10.3M
Bessemer Group
531
Bessemer Group
New Jersey
$10.3M
GIC
532
Generali Investments CEE
Czech Republic
$10.2M
LP
533
LB Partners
Virginia
$10.2M
MOS
534
MGO One Seven
Ohio
$10.2M
LIM
535
Letson Investment Management
Georgia
$10.2M
SIG
536
Stonegate Investment Group
Alabama
$10.1M
PAG
537
Private Advisory Group
Washington
$10.1M
CIM
538
Contravisory Investment Management
Massachusetts
$10.1M
NSEDCP
539
NJ State Employees Deferred Compensation Plan
New Jersey
$10.1M
MGP
540
Metis Global Partners
California
$10.1M
IG
541
ING Group
Netherlands
$10M
KFP
542
KMG Fiduciary Partners
Ohio
$10M
TSW
543
Thompson Siegel & Walmsley
Virginia
$10M
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$9.83M
HAG
545
HighPoint Advisor Group
Illinois
$9.82M
DJSG
546
D.J. St. Germain
Massachusetts
$9.72M
MMA
547
Miracle Mile Advisors
California
$9.64M
MIH
548
Meitav Investment House
Israel
$9.62M
CI
549
Ceera Investments
Texas
$9.49M
EWA
550
EP Wealth Advisors
California
$9.48M