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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
ACP
851
Arcus Capital Partners
Georgia
$3.71M
Aristotle Capital Management
852
Aristotle Capital Management
California
$3.68M
LBC
853
Lowe Brockenbrough & Co
Virginia
$3.65M
BSA
854
Bull Street Advisors
Georgia
$3.65M
BPWM
855
Badgley Phelps Wealth Managers
Washington
$3.64M
PT
856
Plimoth Trust
Massachusetts
$3.63M
GSC
857
G&S Capital
Colorado
$3.63M
MNBTD
858
Moody National Bank Trust Division
Texas
$3.63M
VI
859
Vestcor Inc
New Brunswick, Canada
$3.63M
DRS
860
Deane Retirement Strategies
Louisiana
$3.61M
CIG
861
Cullen Investment Group
Louisiana
$3.6M
WANY
862
Wealthspire Advisors (New York)
New York
$3.59M
GWCM
863
Godshalk Welsh Capital Management
Pennsylvania
$3.59M
HG
864
Herbst Group
Connecticut
$3.59M
RBWA
865
RFG - Bristol Wealth Advisors
Massachusetts
$3.58M
FIM
866
Fruth Investment Management
Texas
$3.58M
DWM
867
Diversify Wealth Management
Utah
$3.57M
ETC
868
Exchange Traded Concepts
Oklahoma
$3.57M
GLR
869
Great Lakes Retirement
Ohio
$3.57M
KIA
870
KCM Investment Advisors
California
$3.57M
AIM
871
AHL Investment Management
Florida
$3.55M
VWM
872
Venturi Wealth Management
Texas
$3.51M
GFA
873
Gifford Fong Associates
California
$3.51M
GRP
874
Global Retirement Partners
California
$3.5M
TBT
875
Texas Bank & Trust
Texas
$3.5M