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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
SPG
826
Strategic Planning Group
Utah
$3.94M
CCG
827
Ceeto Capital Group
Florida
$3.94M
MSA
828
MUFG Securities Americas
New York
$3.91M
VAS
829
Vestmark Advisory Solutions
Massachusetts
$3.91M
ZF
830
Zhang Financial
Michigan
$3.9M
KFS
831
Kurt F. Somerville
$3.9M
SCM
832
SCS Capital Management
Massachusetts
$3.84M
III
833
Independent Investors Inc
New York
$3.83M
WPC
834
Wedmont Private Capital
Pennsylvania
$3.82M
CNBT
835
Canandaigua National Bank & Trust
New York
$3.81M
AG
836
AIA Group
Hong Kong
$3.8M
GPFA
837
Game Plan Financial Advisors
Ohio
$3.79M
RBA
838
Richard Bernstein Advisors
New York
$3.79M
CAM
839
Columbia Asset Management
Michigan
$3.79M
RWM
840
Ritholtz Wealth Management
New York
$3.78M
BAM
841
Bell Asset Management
Australia
$3.78M
PA
842
Profund Advisors
Maryland
$3.77M
IIL
843
Insight Inv LLC
California
$3.77M
TCOT
844
Trust Company of Toledo
Ohio
$3.76M
SFS
845
Sowell Financial Services
Arkansas
$3.75M
JIC
846
Joel Isaacson & Co
New York
$3.74M
HCA
847
Harbor Capital Advisors
Illinois
$3.73M
BJL
848
Brighton Jones LLC
Washington
$3.73M
CWI
849
Conscious Wealth Investments
Florida
$3.73M
OAM
850
Ostrum Asset Management
France
$3.71M