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