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