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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
BOH
1176
Bank of Hawaii
Hawaii
$1.71M
MWM
1177
Modern Wealth Management
Kansas
$1.7M
BMCM
1178
Bryn Mawr Capital Management
Pennsylvania
$1.7M
LKIM
1179
Lawson Kroeker Investment Management
Nebraska
$1.7M
WAC
1180
William Allan Corp
Colorado
$1.7M
ACM
1181
AlphaStar Capital Management
North Carolina
$1.7M
SWA
1182
Stratos Wealth Advisors
Ohio
$1.69M
AR
1183
Advisory Research
Illinois
$1.69M
VIA
1184
Virtus Investment Advisers
Connecticut
$1.67M
AIP
1185
Ameritas Investment Partners
Nebraska
$1.67M
BWA
1186
Blodgett Wealth Advisors
California
$1.66M
LNB
1187
Ledyard National Bank
$1.66M
RAM
1188
Ramirez Asset Management
New York
$1.66M
AWM
1189
Axxcess Wealth Management
California
$1.66M
VRM
1190
Vectors Research Management
New York
$1.66M
GPWM
1191
Grant Private Wealth Management
California
$1.65M
WT
1192
Washington Trust
Rhode Island
$1.65M
RT
1193
Rockland Trust
Massachusetts
$1.65M
FFN
1194
Focus Financial Network
Minnesota
$1.64M
DS
1195
DRW Securities
Illinois
$1.64M
WCM
1196
Weik Capital Management
Pennsylvania
$1.64M
SWM
1197
Sterling Wealth Management
Illinois
$1.64M
MIA
1198
MeadowBrook Investment Advisors
Michigan
$1.63M
PC
1199
Pecaut & Co
Iowa
$1.63M
SAM
1200
S.A. Mason
Michigan
$1.63M