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American Express

2,680 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,040 increasing their positions, 953 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: 2,5872,680 (+93)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 953

0.8% more ownership

Funds ownership: 84.22%85.02% (+0.8%)

Holders
2,680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$388M
Citigroup
52
Citigroup
New York
$372M
Lazard Asset Management
53
Lazard Asset Management
New York
$363M
National Pension Service
54
National Pension Service
South Korea
$358M
PTC
55
Provident Trust Company
Wisconsin
$354M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$351M
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$339M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$336M
Raymond James Financial
59
Raymond James Financial
Florida
$334M
Public Employees Retirement Association of Colorado
60
Public Employees Retirement Association of Colorado
Colorado
$328M
American Century Companies
61
American Century Companies
Missouri
$324M
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$309M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$302M
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$298M
SCM
65
Smead Capital Management
Arizona
$282M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$276M
SGA
67
Sustainable Growth Advisers
Connecticut
$260M
Corient Private Wealth
68
Corient Private Wealth
Florida
$260M
TAM
69
Timucuan Asset Management
Florida
$258M
WIM
70
Waverton Investment Management
United Kingdom
$246M
LPL Financial
71
LPL Financial
California
$246M
Aberdeen Group
72
Aberdeen Group
United Kingdom
$239M
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$228M
Stifel Financial
74
Stifel Financial
Missouri
$221M
EIP
75
Epoch Investment Partners
New York
$219M