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American Express

2,687 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, 1,043 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: 2,5892,687 (+98)

9% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 956

0.84% more ownership

Funds ownership: 84.22%85.06% (+0.84%)

Holders
2,687
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
SW
951
Solidarity Wealth
Utah
$2.99M
QI
952
Qtron Investments
Massachusetts
$2.98M
BO
953
Bank OZK
Arkansas
$2.98M
ALAM
954
Asahi Life Asset Management
Japan
$2.97M
FWA
955
FOCUS Wealth Advisors
Texas
$2.97M
PMG
956
ProVise Management Group
Florida
$2.97M
BIA
957
Beacon Investment Advisors
Maryland
$2.96M
PI
958
Pettee Investors
Connecticut
$2.94M
ACL
959
Applied Capital LLC
Florida
$2.93M
MYLI
960
Meiji Yasuda Life Insurance
Japan
$2.92M
TC
961
TAGStone Capital
North Carolina
$2.9M
IA
962
IFC Advisors
California
$2.9M
TBNY
963
Trustco Bank (New York)
New York
$2.89M
RCM
964
RB Capital Management
Nevada
$2.89M
USCWA
965
U.S. Capital Wealth Advisors
Texas
$2.87M
BIA
966
Bigelow Investment Advisors
Maine
$2.87M
PFM
967
Patton Fund Management
Texas
$2.86M
AIM
968
Anchor Investment Management
South Carolina
$2.86M
VWM
969
Vivid Wealth Management
Iowa
$2.86M
ATPW
970
Ashton Thomas Private Wealth
Arizona
$2.85M
BONH
971
Bank of New Hampshire
New Hampshire
$2.85M
BCM
972
Bridgeway Capital Management
Texas
$2.84M
PH
973
Pinnacle Holdings
Oklahoma
$2.84M
PWM
974
Pinnacle Wealth Management
California
$2.84M
FNBT
975
FineMark National Bank & Trust
Florida
$2.82M