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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
PAS
626
Park Avenue Securities
New York
$7.33M
CL
627
Choreo LLC
Illinois
$7.32M
NW
628
NewEdge Wealth
Pennsylvania
$7.29M
CFSG
629
Community Financial Services Group
Vermont
$7.29M
OAC
630
OMERS Administration Corp
Ontario, Canada
$7.27M
SCP
631
Sandhill Capital Partners
New York
$7.25M
BZWA
632
Blue Zone Wealth Advisors
California
$7.22M
WIS
633
Wright Investors Service
Connecticut
$7.21M
SFI
634
Siemens Fonds Invest
Germany
$7.2M
JEST
635
JTC Employer Solutions Trustee
Jersey
$7.17M
AC
636
AlpenGlobal Capital
California
$7.11M
FM
637
Family Management
New York
$7.08M
VCM
638
Voleon Capital Management
California
$7.05M
LSA
639
L & S Advisors
California
$7.05M
FMI
640
F/M Investments
District of Columbia
$7.05M
WS
641
Wedbush Securities
California
$7.04M
GIM
642
Grassi Investment Management
California
$7.04M
BP
643
Ballentine Partners
Massachusetts
$7.03M
LGF
644
LGT Group Foundation
Liechtenstein
$7.03M
CIA
645
Concurrent Investment Advisors
Florida
$7.03M
CT
646
Chicago Trust
Illinois
$7.03M
UB
647
UMB Bank
Missouri
$6.97M
BHCM
648
Brevan Howard Capital Management
Jersey
$6.95M
PIM
649
Plato Investment Management
Australia
$6.93M
PAI
650
Pittenger & Anderson Inc
Nebraska
$6.91M