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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
DSC
1551
Duncker Streett & Co
Missouri
$829K
OWA
1552
Opal Wealth Advisors
New York
$829K
MIP
1553
Marietta Investment Partners
Wisconsin
$829K
BIG
1554
Brookwood Investment Group
Arizona
$828K
TLCM
1555
Twin Lakes Capital Management
California
$828K
VV
1556
Verity & Verity
South Carolina
$827K
CBT
1557
Central Bank & Trust
Kentucky
$826K
CAM
1558
Cidel Asset Management
Ontario, Canada
$820K
SCA
1559
Sippican Capital Advisors
Massachusetts
$816K
MWA
1560
Moser Wealth Advisors
Washington
$816K
AI
1561
Arvest Investments
Arkansas
$812K
MAM
1562
McLean Asset Management
Virginia
$805K
MCM
1563
Mattern Capital Management
Colorado
$804K
BWA
1564
Burt Wealth Advisors
Maryland
$804K
MWA
1565
Meridian Wealth Advisors
Texas
$800K
PVM
1566
Palogic Value Management
Texas
$799K
RMP
1567
Richards, Merrill & Peterson
Washington
$797K
SCM
1568
Sage Capital Management
New Jersey
$796K
MFA
1569
Millington Financial Advisors
Illinois
$794K
AA
1570
Auxano Advisors
Washington
$791K
DIP
1571
DT Investment Partners
Pennsylvania
$789K
OF
1572
Outfitter Financial
Maine
$785K
IC
1573
Iconiq Capital
California
$784K
WIA
1574
Westbourne Investment Advisors
Maryland
$776K
RZH
1575
Relyea Zuckerberg Hanson
Connecticut
$775K