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American Express

2,696 hedge funds and large institutions have $190B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,047 increasing their positions, 958 reducing their positions, and 110 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
RC
601
Roundview Capital
New Jersey
$7.87M
STA
602
Summit Trail Advisors
New York
$7.87M
VVP
603
Venture Visionary Partners
Ohio
$7.79M
KWM
604
Kingsview Wealth Management
Oregon
$7.79M
ABTD
605
Arvest Bank Trust Division
Oklahoma
$7.75M
HT
606
Heritage Trust
Oklahoma
$7.68M
BCV
607
Banque Cantonale Vaudoise
Switzerland
$7.67M
HI
608
Hendershot Investments
Virginia
$7.66M
B
609
Bailard
California
$7.63M
EOJOAM
610
E. Ohman J:or Asset Management
Sweden
$7.59M
AIM
611
Arcadia Investment Management
Michigan
$7.56M
CSP
612
Cary Street Partners
Virginia
$7.51M
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$7.51M
TCOV
614
Trust Company of Vermont
Vermont
$7.5M
ACM
615
Adalta Capital Management
New York
$7.48M
CFO
616
Callan Family Office
Pennsylvania
$7.47M
WCM
617
Wisconsin Capital Management
Wisconsin
$7.45M
IWS
618
Insight Wealth Strategies
California
$7.45M
SCM
619
Silvant Capital Management
Georgia
$7.43M
GC
620
Guggenheim Capital
Illinois
$7.43M
NGA
621
Naples Global Advisors
Florida
$7.42M
SCP
622
Seizert Capital Partners
Michigan
$7.42M
FIB
623
First Interstate Bank
Montana
$7.39M
FCH
624
Freestone Capital Holdings
Washington
$7.38M
NEI
625
Northwest & Ethical Investments
Ontario, Canada
$7.37M