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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
TS
776
Triglav Skladi
Slovenia
$4.63M
TRCT
777
Tower Research Capital (TRC)
New York
$4.61M
HTC
778
Haverford Trust Company
Pennsylvania
$4.61M
TFA
779
Teamwork Financial Advisors
Texas
$4.6M
VIM
780
Vinva Investment Management
Australia
$4.59M
AWM
781
AE Wealth Management
Kansas
$4.55M
TH
782
TCTC Holdings
Texas
$4.52M
Jennison Associates
783
Jennison Associates
New York
$4.51M
TPCW
784
TD Private Client Wealth
New York
$4.49M
GIM
785
Goelzer Investment Management
Indiana
$4.47M
HIC
786
Hartline Investment Corp
Illinois
$4.47M
CW
787
CreativeOne Wealth
Kansas
$4.46M
JAG
788
Journey Advisory Group
Kentucky
$4.46M
MK
789
MASTERINVEST Kapitalanlage
$4.46M
BFA
790
Brendel Financial Advisors
New Hampshire
$4.45M
CC
791
Chicago Capital
Illinois
$4.43M
GIA
792
Gladstone Institutional Advisory
Florida
$4.42M
AWA
793
Arkadios Wealth Advisors
Georgia
$4.39M
FTWA
794
Fifth Third Wealth Advisors
Ohio
$4.37M
BCM
795
Birmingham Capital Management
Alabama
$4.37M
GRQ
796
Gardner Russo & Quinn
Pennsylvania
$4.35M
EWM
797
Evercore Wealth Management
New York
$4.34M
CWM
798
Compass Wealth Management
Connecticut
$4.33M
FA
799
Fiduciary Alliance
South Carolina
$4.31M
BCM
800
Banyan Capital Management
Georgia
$4.28M