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American Express

2,696 hedge funds and large institutions have $190B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,047 increasing their positions, 958 reducing their positions, and 110 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: 2,5962,696 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 958

0.62% more ownership

Funds ownership: 84.32%84.93% (+0.62%)

Holders
2,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
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
BCM
801
Banyan Capital Management
Georgia
$4.28M
GD
802
Grandfield & Dodd
New York
$4.23M
SSWM
803
Smith Salley Wealth Management
North Carolina
$4.2M
SVWAG
804
Sound View Wealth Advisors Group
Georgia
$4.2M
BCM
805
Buckhead Capital Management
Georgia
$4.2M
BFO
806
Boston Family Office
Massachusetts
$4.19M
GSB
807
Greenfield Savings Bank
Massachusetts
$4.18M
HIS
808
Horizon Investment Services
Indiana
$4.15M
PA
809
Parallel Advisors
California
$4.13M
IAS
810
Investment Advisory Services
Texas
$4.11M
SWA
811
Strata Wealth Advisors
Texas
$4.1M
AWM
812
Avior Wealth Management
Nebraska
$4.09M
BBA
813
BLB&B Advisors
Pennsylvania
$4.09M
TIAAOA
814
Teachers Insurance & Annuity Association of America
New York
$4.09M
CA
815
CoreCap Advisors
Michigan
$4.08M
ILI
816
Invesco LLC (Illinois)
Illinois
$4.07M
LAM
817
L2 Asset Management
Massachusetts
$4.05M
WB
818
WesBanco Bank
West Virginia
$4.01M
MPPLM
819
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M
CPBTD
820
Central Pacific Bank - Trust Division
Hawaii
$4M
GWMIA
821
Global Wealth Management Investment Advisory
Florida
$3.99M
IAM
822
Infusive Asset Management
New York
$3.98M
IAN
823
Integrated Advisors Network
Texas
$3.98M
JCM
824
Jacobi Capital Management
Pennsylvania
$3.96M
RA
825
RFG Advisory
Alabama
$3.96M