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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
SWA
1001
SOA Wealth Advisors
New York
$2.68M
RWB
1002
RMR Wealth Builders
New Jersey
$2.68M
MHIC
1003
Marble Harbor Investment Counsel
Massachusetts
$2.67M
NEAM
1004
New England Asset Management
Connecticut
$2.66M
KW
1005
KWB Wealth
California
$2.66M
NI
1006
Natural Investments
California
$2.65M
BOS
1007
Bank of Stockton
California
$2.64M
WIC
1008
Woodmont Investment Counsel
Tennessee
$2.64M
SIAG
1009
Signet Investment Advisory Group
Rhode Island
$2.63M
GC
1010
GFG Capital
Florida
$2.62M
IA
1011
IFG Advisory
Georgia
$2.62M
DA
1012
Dover Advisors
Virginia
$2.6M
AP
1013
Americana Partners
Texas
$2.59M
CS
1014
Cannell & Spears
New York
$2.59M
BB
1015
Berkshire Bank
Massachusetts
$2.58M
PIM
1016
Penobscot Investment Management
Massachusetts
$2.57M
ACM
1017
Accent Capital Management
Ohio
$2.57M
BHBT
1018
Burke & Herbert Bank & Trust
Virginia
$2.54M
BA
1019
Bridgewater Advisors
New York
$2.54M
FFM
1020
Forum Financial Management
Illinois
$2.53M
WIC
1021
Wilkins Investment Counsel
Massachusetts
$2.53M
HNB
1022
Hilltop National Bank
Wyoming
$2.51M
RIL
1023
Rothschild Investment LLC
Illinois
$2.5M
RDWM
1024
Red Door Wealth Management
Tennessee
$2.5M
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
$2.5M