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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
RWB
1001
RMR Wealth Builders
New Jersey
$2.68M
MHIC
1002
Marble Harbor Investment Counsel
Massachusetts
$2.67M
NEAM
1003
New England Asset Management
Connecticut
$2.66M
KW
1004
KWB Wealth
California
$2.66M
NI
1005
Natural Investments
California
$2.65M
BOS
1006
Bank of Stockton
California
$2.64M
WIC
1007
Woodmont Investment Counsel
Tennessee
$2.64M
SIAG
1008
Signet Investment Advisory Group
Rhode Island
$2.63M
GC
1009
GFG Capital
Florida
$2.62M
IA
1010
IFG Advisory
Georgia
$2.62M
DA
1011
Dover Advisors
Virginia
$2.6M
AP
1012
Americana Partners
Texas
$2.59M
CS
1013
Cannell & Spears
New York
$2.59M
BB
1014
Berkshire Bank
Massachusetts
$2.58M
PIM
1015
Penobscot Investment Management
Massachusetts
$2.57M
ACM
1016
Accent Capital Management
Ohio
$2.57M
BHBT
1017
Burke & Herbert Bank & Trust
Virginia
$2.54M
BA
1018
Bridgewater Advisors
New York
$2.54M
FFM
1019
Forum Financial Management
Illinois
$2.53M
WIC
1020
Wilkins Investment Counsel
Massachusetts
$2.53M
HNB
1021
Hilltop National Bank
Wyoming
$2.51M
RIL
1022
Rothschild Investment LLC
Illinois
$2.5M
RDWM
1023
Red Door Wealth Management
Tennessee
$2.5M
CNBTD
1024
Citizens National Bank Trust Department
Mississippi
$2.5M
LFG
1025
Lazard Frères Gestion
France
$2.49M