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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
Envestnet Portfolio Solutions
951
Envestnet Portfolio Solutions
Illinois
$3M
SW
952
Solidarity Wealth
Utah
$2.99M
QI
953
Qtron Investments
Massachusetts
$2.98M
BO
954
Bank OZK
Arkansas
$2.98M
ALAM
955
Asahi Life Asset Management
Japan
$2.97M
FWA
956
FOCUS Wealth Advisors
Texas
$2.97M
PMG
957
ProVise Management Group
Florida
$2.97M
BIA
958
Beacon Investment Advisors
Maryland
$2.96M
PI
959
Pettee Investors
Connecticut
$2.94M
ACL
960
Applied Capital LLC
Florida
$2.93M
MYLI
961
Meiji Yasuda Life Insurance
Japan
$2.92M
TC
962
TAGStone Capital
North Carolina
$2.9M
IA
963
IFC Advisors
California
$2.9M
TBNY
964
Trustco Bank (New York)
New York
$2.89M
RCM
965
RB Capital Management
Nevada
$2.89M
USCWA
966
U.S. Capital Wealth Advisors
Texas
$2.87M
BIA
967
Bigelow Investment Advisors
Maine
$2.87M
PFM
968
Patton Fund Management
Texas
$2.86M
AIM
969
Anchor Investment Management
South Carolina
$2.86M
VWM
970
Vivid Wealth Management
Iowa
$2.86M
ATPW
971
Ashton Thomas Private Wealth
Arizona
$2.85M
BONH
972
Bank of New Hampshire
New Hampshire
$2.85M
BCM
973
Bridgeway Capital Management
Texas
$2.84M
PH
974
Pinnacle Holdings
Oklahoma
$2.84M
PWM
975
Pinnacle Wealth Management
California
$2.84M