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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
NMIMC
701
Northwestern Mutual Investment Management Company
Wisconsin
$5.63M
MCB
702
Morton Community Bank
Illinois
$5.61M
CT
703
Caldwell Trust
Florida
$5.59M
EWM
704
Empirical Wealth Management
Washington
$5.56M
RCA
705
Resonant Capital Advisors
Wisconsin
$5.56M
CPC
706
CFC Planning Company
Indiana
$5.52M
GL
707
GHE LLC
Tennessee
$5.51M
GT
708
Glenview Trust
Kentucky
$5.46M
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.46M
ECM
710
Elgethun Capital Management
South Dakota
$5.46M
SSA
711
Schonfeld Strategic Advisors
New York
$5.44M
NB
712
NBT Bank
New York
$5.44M
CCM
713
Cullen Capital Management
New York
$5.42M
JCM
714
Jag Capital Management
Missouri
$5.42M
GAM
715
Gotham Asset Management
New York
$5.41M
PTCG
716
Pring Turner Capital Group
California
$5.4M
AMI
717
Amica Mutual Insurance
Rhode Island
$5.39M
WA
718
WP Advisors
California
$5.38M
DFCM
719
Dark Forest Capital Management
Puerto Rico
$5.33M
TBA
720
Tower Bridge Advisors
Pennsylvania
$5.33M
GT
721
Greenleaf Trust
Michigan
$5.33M
PNC
722
Park National Corp
Ohio
$5.31M
OBAM
723
ODDO BHF Asset Management
France
$5.29M
NA
724
Nordwand Advisors
Pennsylvania
$5.26M
LJCM
725
Lee Johnson Capital Management
Texas
$5.24M