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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
TBT
876
Texas Bank & Trust
Texas
$3.5M
FFA
877
Farther Finance Advisors
California
$3.48M
SJIM
878
St. Johns Investment Management
Florida
$3.44M
ST
879
Smithfield Trust
Pennsylvania
$3.44M
SIG
880
Sargent Investment Group
Maryland
$3.41M
Holocene Advisors
881
Holocene Advisors
New York
$3.41M
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$3.39M
PWP
883
Private Wealth Partners
California
$3.38M
ACIM
884
Azimuth Capital Investment Management
Michigan
$3.38M
PDM
885
Penn Davis McFarland
Texas
$3.37M
SPC
886
Sigma Planning Corp
Michigan
$3.35M
QI
887
QV Investors
Alberta, Canada
$3.35M
AC
888
Asio Capital
Kentucky
$3.34M
OAM
889
Oppenheimer Asset Management
New York
$3.34M
COI
890
Connable Office Inc
Michigan
$3.33M
NAG
891
Northstar Advisory Group
New Jersey
$3.32M
PFA
892
Peak Financial Advisors
Colorado
$3.31M
CPCPP
893
Canada Post Corporation Pension Plan
Canada
$3.31M
HSA
894
HBK Sorce Advisory
Pennsylvania
$3.31M
IWM
895
IHT Wealth Management
Illinois
$3.31M
MWM
896
Mission Wealth Management
California
$3.29M
PFBT
897
Parkside Financial Bank & Trust
Missouri
$3.28M
JFG
898
Jefferies Financial Group
New York
$3.27M
CPSC
899
Carl P. Sherr & Co
Massachusetts
$3.27M
LT
900
Lindsell Train
United Kingdom
$3.25M