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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
HTIM
1801
Harbour Trust & Investment Management
Indiana
$538K
TNA
1802
True North Advisors
Texas
$537K
HIG
1803
Heritage Investment Group
Florida
$536K
WC
1804
Waterloo Capital
Texas
$535K
AWA
1805
Amplius Wealth Advisors
Pennsylvania
$535K
FA
1806
Fountainhead AM
New Jersey
$534K
CHC
1807
City Holding Co
West Virginia
$534K
TC
1808
TFR Capital
Texas
$534K
TC
1809
Trilogy Capital
California
$533K
EWA
1810
Exencial Wealth Advisors
Oklahoma
$529K
MCWA
1811
Meadow Creek Wealth Advisors
Georgia
$528K
PFGIA
1812
Patriot Financial Group Insurance Agency
Massachusetts
$526K
FM
1813
Foster & Motley
Ohio
$525K
MPIA
1814
Mountain Pacific Investment Advisers
Idaho
$525K
AWA
1815
Acorn Wealth Advisors
Michigan
$524K
MSCM
1816
McElhenny Sheffield Capital Management
Texas
$524K
AA
1817
Ancora Advisors
Ohio
$524K
BMWM
1818
Brown Miller Wealth Management
Virginia
$523K
MSE
1819
MUFG Securities EMEA
United Kingdom
$522K
DP
1820
Dearborn Partners
Illinois
$521K
RWPA
1821
Richard W. Paul & Associates
Michigan
$517K
SOS
1822
Silver Oak Securities
Tennessee
$516K
PWS
1823
Peterson Wealth Services
Utah
$515K
RIM
1824
Rockbridge Investment Management
New York
$515K
CSPIA
1825
Cary Street Partners Investment Advisory
Virginia
$515K