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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
JWCA
1301
J.W. Coons Advisors
Ohio
$1.35M
LWM
1302
Lyell Wealth Management
California
$1.34M
CGL
1303
Clarius Group LLC
Washington
$1.34M
I
1304
InvesTrust
Oklahoma
$1.34M
CBUSF
1305
Construction & Building Unions Superannuation Fund
Australia
$1.34M
JPWM
1306
Jamison Private Wealth Management
Georgia
$1.34M
RWM
1307
Riverbend Wealth Management
South Carolina
$1.33M
WBC
1308
Westpac Banking Corp
Australia
$1.33M
PSFG
1309
Prairie Sky Financial Group
Illinois
$1.33M
ANB
1310
Amarillo National Bank
Texas
$1.33M
Kayne Anderson Rudnick Investment Management
1311
Kayne Anderson Rudnick Investment Management
California
$1.32M
AWM
1312
Accurate Wealth Management
Florida
$1.32M
GM
1313
GeoWealth Management
Illinois
$1.32M
HIMS
1314
Hager Investment Management Services
New Hampshire
$1.32M
MSAM
1315
Moloney Securities Asset Management
Missouri
$1.32M
FW
1316
FullCircle Wealth
Texas
$1.32M
BDFN
1317
Bond & Devick Financial Network
Minnesota
$1.32M
LS
1318
Livforsakringsbolaget Skandia
Sweden
$1.31M
GKWIM
1319
Gerber Kawasaki Wealth & Investment Management
California
$1.31M
EI
1320
Ellevest Inc
New York
$1.31M
AC
1321
Apella Capital
Connecticut
$1.31M
EWM
1322
Evermay Wealth Management
Virginia
$1.31M
EIM
1323
Essex Investment Management
Massachusetts
$1.3M
BWP
1324
BSW Wealth Partners
Colorado
$1.29M
RIA
1325
Realta Investment Advisors
Delaware
$1.29M