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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
EWM
1326
Evermay Wealth Management
Virginia
$1.31M
EIM
1327
Essex Investment Management
Massachusetts
$1.3M
BWP
1328
BSW Wealth Partners
Colorado
$1.29M
RIA
1329
Realta Investment Advisors
Delaware
$1.29M
PL
1330
Plancorp LLC
Missouri
$1.29M
OC
1331
Oakworth Capital
Alabama
$1.29M
EAM
1332
Evanson Asset Management
California
$1.29M
WCM
1333
Winebrenner Capital Management
Kentucky
$1.29M
IIM
1334
Ipswich Investment Management
Massachusetts
$1.29M
TWM
1335
Trueblood Wealth Management
Ohio
$1.28M
LCM
1336
Lazari Capital Management
California
$1.28M
WF
1337
Whelan Financial
California
$1.28M
MP
1338
Moment Partners
California
$1.28M
UM
1339
Ulysses Management
New York
$1.28M
FIA
1340
FNY Investment Advisers
New York
$1.27M
PA
1341
Promethium Advisors
Maryland
$1.27M
NLP
1342
Next Level Private
New York
$1.27M
EPIM
1343
Evelyn Partners Investment Management
$1.26M
OCM
1344
Orleans Capital Management
Louisiana
$1.26M
SIA
1345
Strategic Investment Advisors
Michigan
$1.26M
AFG
1346
Allegheny Financial Group
Pennsylvania
$1.25M
CANC
1347
Culbertson A N & Co
Virginia
$1.25M
TC
1348
TownSquare Capital
Utah
$1.24M
SIM
1349
Seaview Investment Managers
Florida
$1.24M
SI
1350
Saxon Interests
Texas
$1.24M