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