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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
MAM
576
Mirabaud Asset Management
United Kingdom
$8.68M
NAAA
577
New Age Alpha Advisors
New York
$8.64M
JWCA
578
J.W. Cole Advisors
Florida
$8.52M
MSRPS
579
Maryland State Retirement & Pension System
Maryland
$8.52M
CT
580
Coastline Trust
Rhode Island
$8.5M
RWP
581
RWA Wealth Partners
Massachusetts
$8.45M
MWA
582
MFA Wealth Advisors
Pennsylvania
$8.42M
WG
583
Winton Group
United Kingdom
$8.38M
BF
584
BOK Financial
Oklahoma
$8.36M
FG
585
Foster Group
Iowa
$8.36M
RIM
586
Reliant Investment Management
Tennessee
$8.35M
AAS
587
Avantax Advisory Services
Texas
$8.35M
CCG
588
Chatham Capital Group
Georgia
$8.35M
CTC
589
Central Trust Company
Missouri
$8.29M
NMERB
590
New Mexico Educational Retirement Board
New Mexico
$8.28M
RAM
591
Riggs Asset Management
Pennsylvania
$8.11M
VT
592
Vise Technologies
New York
$8.08M
ANTB
593
AMG National Trust Bank
Colorado
$8.04M
CWP
594
Cyndeo Wealth Partners
Florida
$8.03M
CA
595
Commerzbank Aktiengesellschaft
Germany
$7.99M
AWS
596
Atria Wealth Solutions
New York
$7.98M
ADL
597
Asset Dedication LLC
California
$7.94M
PWMAG
598
Pinnacle Wealth Management Advisory Group
New Jersey
$7.89M
RC
599
Roundview Capital
New Jersey
$7.87M
STA
600
Summit Trail Advisors
New York
$7.87M