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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
MT
1101
Midwest Trust
Kansas
$2.04M
PSB
1102
Piscataqua Savings Bank
New Hampshire
$2.04M
MG
1103
Mather Group
Illinois
$2.04M
SAM
1104
Smartleaf Asset Management
Massachusetts
$2.04M
SCI
1105
S&CO Inc
Massachusetts
$2.04M
AO
1106
Advisor OS
Illinois
$2.04M
CCA
1107
Checchi Capital Advisers
California
$2.03M
LGA
1108
Lebenthal Global Advisors
New York
$2.03M
PGWM
1109
Parisi Gray Wealth Management
New Jersey
$2.03M
PA
1110
Procyon Advisors
Connecticut
$2.03M
CRC
1111
Curi RMB Capital
Illinois
$2.02M
CIC
1112
Carnegie Investment Counsel
Ohio
$2.01M
CPIG
1113
Chicago Partners Investment Group
Illinois
$2M
RCM
1114
RMR Capital Management
California
$2M
MIA
1115
MainStreet Investment Advisors
Illinois
$1.99M
GBT
1116
Grove Bank & Trust
Florida
$1.99M
ABC
1117
Associated Banc-Corp
Wisconsin
$1.99M
CP
1118
Canopy Partners
Ohio
$1.98M
SFS
1119
Solitude Financial Services
Virginia
$1.98M
OWP
1120
Obermeyer Wealth Partners
Colorado
$1.97M
DI
1121
Diligent Investors
California
$1.97M
AWC
1122
Abundance Wealth Counselors
Pennsylvania
$1.97M
LIM
1123
Leavell Investment Management
Alabama
$1.95M
SWM
1124
Spire Wealth Management
Virginia
$1.95M
CWS
1125
Cypress Wealth Services
California
$1.95M