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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
BCM
1051
Boltwood Capital Management
California
$2.31M
MA
1052
Mutual Advisors
Nebraska
$2.31M
CA
1053
Cannon Advisors
North Carolina
$2.3M
CWS
1054
Confluence Wealth Services
Pennsylvania
$2.3M
LCM
1055
Landscape Capital Management
New Jersey
$2.3M
JWM
1056
Jackson Wealth Management
Florida
$2.29M
IP
1057
Intellectus Partners
California
$2.29M
BIG
1058
Brooklyn Investment Group
New York
$2.29M
GIA
1059
Gateway Investment Advisers
Ohio
$2.29M
EM
1060
Excalibur Management
Massachusetts
$2.28M
AC
1061
Arjuna Capital
North Carolina
$2.27M
SYBT
1062
Stock Yards Bank & Trust
Kentucky
$2.27M
AAM
1063
Auxier Asset Management
Oregon
$2.26M
EHC
1064
Everett Harris & Co
California
$2.25M
FNT
1065
First National Trust
Pennsylvania
$2.24M
Qube Research & Technologies (QRT)
1066
Qube Research & Technologies (QRT)
United Kingdom
$2.22M
OLVIG
1067
Oliver Lagore Vanvalin Investment Group
Michigan
$2.22M
SAG
1068
SageView Advisory Group
California
$2.21M
PAM
1069
Palisade Asset Management
Minnesota
$2.21M
RMAM
1070
Raab & Moskowitz Asset Management
New Jersey
$2.2M
SC
1071
Syon Capital
California
$2.2M
NHC
1072
Nicholas Hoffman & Company
Georgia
$2.19M
TFP
1073
Tilia Fiduciary Partners
North Carolina
$2.19M
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$2.17M
BIM
1075
Baldwin Investment Management
Pennsylvania
$2.16M