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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
VVP
601
Venture Visionary Partners
Ohio
$7.79M
KWM
602
Kingsview Wealth Management
Oregon
$7.79M
ABTD
603
Arvest Bank Trust Division
Oklahoma
$7.75M
HT
604
Heritage Trust
Oklahoma
$7.68M
BCV
605
Banque Cantonale Vaudoise
Switzerland
$7.67M
HI
606
Hendershot Investments
Virginia
$7.66M
B
607
Bailard
California
$7.63M
EOJOAM
608
E. Ohman J:or Asset Management
Sweden
$7.59M
AIM
609
Arcadia Investment Management
Michigan
$7.56M
CSP
610
Cary Street Partners
Virginia
$7.51M
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$7.51M
TCOV
612
Trust Company of Vermont
Vermont
$7.5M
ACM
613
Adalta Capital Management
New York
$7.48M
CFO
614
Callan Family Office
Pennsylvania
$7.47M
WCM
615
Wisconsin Capital Management
Wisconsin
$7.45M
IWS
616
Insight Wealth Strategies
California
$7.45M
SCM
617
Silvant Capital Management
Georgia
$7.43M
GC
618
Guggenheim Capital
Illinois
$7.43M
NGA
619
Naples Global Advisors
Florida
$7.42M
SCP
620
Seizert Capital Partners
Michigan
$7.42M
FIB
621
First Interstate Bank
Montana
$7.39M
FCH
622
Freestone Capital Holdings
Washington
$7.38M
NEI
623
Northwest & Ethical Investments
Ontario, Canada
$7.37M
BCM
624
Bretton Capital Management
California
$7.37M
RC
625
RBF Capital
California
$7.34M