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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
NS
1126
NBC Securities
Alabama
$1.95M
3IP
1127
3Chopt Investment Partners
Virginia
$1.94M
WC
1128
Weil Company
California
$1.93M
CIA
1129
Citadel Investment Advisory
Ohio
$1.92M
FCG
1130
Fielder Capital Group
Tennessee
$1.91M
MPWS
1131
McCarter Private Wealth Services
Massachusetts
$1.91M
SW
1132
SVB Wealth
Massachusetts
$1.91M
YIA
1133
YHB Investment Advisors
Connecticut
$1.91M
BB
1134
Busey Bank
Illinois
$1.9M
RA
1135
Ransom Advisory
Rhode Island
$1.9M
BCB
1136
Brian C. Broderick
$1.87M
WTA
1137
Washington Trust Advisors
Massachusetts
$1.87M
HWP
1138
Highline Wealth Partners
California
$1.86M
HI
1139
Harbour Investments
Wisconsin
$1.85M
TPW
1140
Transatlantique Private Wealth
New York
$1.85M
DWM
1141
Dynasty Wealth Management
Florida
$1.84M
MFG
1142
Monte Financial Group
Connecticut
$1.83M
IA
1143
Insight Advisors
Pennsylvania
$1.81M
CCFCSB
1144
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
CWM
1145
Chesapeake Wealth Management
Virginia
$1.81M
CI
1146
Conning Inc
Connecticut
$1.81M
FCBT
1147
First Citizens Bank & Trust
North Carolina
$1.81M
CAL
1148
Capital Analysts LLC
Pennsylvania
$1.8M
ICP
1149
Interchange Capital Partners
Pennsylvania
$1.8M
SP
1150
Stonebrook Private
Michigan
$1.8M