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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
GD
801
Grandfield & Dodd
New York
$4.23M
SSWM
802
Smith Salley Wealth Management
North Carolina
$4.2M
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$4.2M
BCM
804
Buckhead Capital Management
Georgia
$4.2M
BFO
805
Boston Family Office
Massachusetts
$4.19M
GSB
806
Greenfield Savings Bank
Massachusetts
$4.18M
HIS
807
Horizon Investment Services
Indiana
$4.15M
PA
808
Parallel Advisors
California
$4.13M
IAS
809
Investment Advisory Services
Texas
$4.11M
SWA
810
Strata Wealth Advisors
Texas
$4.1M
AWM
811
Avior Wealth Management
Nebraska
$4.09M
BBA
812
BLB&B Advisors
Pennsylvania
$4.09M
TIAAOA
813
Teachers Insurance & Annuity Association of America
New York
$4.09M
CA
814
CoreCap Advisors
Michigan
$4.08M
ILI
815
Invesco LLC (Illinois)
Illinois
$4.07M
LAM
816
L2 Asset Management
Massachusetts
$4.05M
WB
817
WesBanco Bank
West Virginia
$4.01M
MPPLM
818
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M
CPBTD
819
Central Pacific Bank - Trust Division
Hawaii
$4M
GWMIA
820
Global Wealth Management Investment Advisory
Florida
$3.99M
IAM
821
Infusive Asset Management
New York
$3.98M
IAN
822
Integrated Advisors Network
Texas
$3.98M
JCM
823
Jacobi Capital Management
Pennsylvania
$3.96M
RA
824
RFG Advisory
Alabama
$3.96M
CC
825
Constitution Capital
Connecticut
$3.95M