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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
MCM
1026
Mengis Capital Management
Oregon
$2.48M
FIM
1027
Freedom Investment Management
Connecticut
$2.48M
AFCM
1028
Applied Finance Capital Management
Puerto Rico
$2.48M
MJP
1029
Michael J. Puzo
$2.48M
OPCM
1030
Osborne Partners Capital Management
California
$2.48M
CIS
1031
Capital International Sarl
California
$2.48M
HIC
1032
Holderness Investments Company
North Carolina
$2.47M
BHPW
1033
Beverly Hills Private Wealth
California
$2.47M
BTI
1034
Blue Trust Inc
Georgia
$2.47M
SAM
1035
Sawgrass Asset Management
Florida
$2.45M
MCM
1036
Marsico Capital Management
Colorado
$2.44M
RCIM
1037
Red Cedar Investment Management
Michigan
$2.43M
NPT
1038
Nixon Peabody Trust
Massachusetts
$2.43M
WFC
1039
Western Financial Corp
California
$2.42M
OFS
1040
Oldfather Financial Services
Nebraska
$2.4M
VC
1041
Veracity Capital
Georgia
$2.38M
LFAS
1042
Level Four Advisory Services
Texas
$2.38M
TFCM
1043
Taylor Frigon Capital Management
Arizona
$2.37M
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$2.37M
CSC
1045
Caldwell Sutter Capital
California
$2.34M
CAG
1046
Crestwood Advisors Group
Massachusetts
$2.34M
BWP
1047
Balboa Wealth Partners
Arizona
$2.34M
BA
1048
Birinyi Associates
Connecticut
$2.33M
WIA
1049
World Investment Advisors
California
$2.31M
BCM
1050
Boltwood Capital Management
California
$2.31M