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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
NC
1851
North Capital
Utah
$496K
TFA
1852
Toth Financial Advisory
Virginia
$495K
ISFAN
1853
Investor's Fiduciary Advisor Network
Washington
$491K
FB
1854
First Bancorp
Maine
$490K
TNBTD
1855
Trustmark National Bank Trust Department
Mississippi
$488K
WCM
1856
Windsor Capital Management
Arizona
$488K
PCA
1857
Prosperity Capital Advisors
Ohio
$486K
IRC
1858
Investors Research Corp
Georgia
$486K
WAG
1859
Winthrop Advisory Group
Massachusetts
$485K
BL
1860
Balentine LLC
Georgia
$485K
ONST
1861
Old North State Trust
North Carolina
$484K
OC
1862
Optima Capital
Oregon
$483K
SFWC
1863
Strategic Family Wealth Counselors
New Jersey
$483K
6F
1864
626 Financial
Michigan
$483K
CT
1865
Clearstead Trust
Maine
$482K
MCM
1866
MV Capital Management
Maryland
$482K
CIA
1867
Compass Ion Advisors
Pennsylvania
$482K
NB
1868
Northwest Bancshares
Pennsylvania
$481K
CT
1869
ClearAlpha Technologies
Connecticut
$480K
JIP
1870
Jaffetilchin Investment Partners
Florida
$479K
WA1
1871
Wimmer Associates 1
California
$478K
AAIM
1872
Asset Advisors Investment Management
Georgia
$478K
BI
1873
Bramshill Investments
Florida
$478K
HP
1874
Holowesko Partners
Bahamas
$478K
HFS
1875
Heritage Financial Services
Massachusetts
$478K