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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
KOC
1876
Koss-Olinger Consulting
Florida
$478K
RIM
1877
Redwood Investment Management
Arizona
$478K
PAS
1878
Professional Advisory Services
Florida
$478K
WAM
1879
Walker Asset Management
Missouri
$478K
RWP
1880
Revolve Wealth Partners
New Jersey
$476K
LC
1881
LCNB Corp
Ohio
$476K
EWS
1882
Evergreen Wealth Solutions
Pennsylvania
$475K
PG
1883
Patten Group
Tennessee
$475K
WCA
1884
Westover Capital Advisors
Delaware
$473K
DAM
1885
Delta Asset Management
Tennessee
$472K
AA
1886
Aire Advisors
California
$472K
ARMT
1887
Amica Retiree Medical Trust
Rhode Island
$471K
OL
1888
OneFund LLC
Florida
$471K
JSSH
1889
J. Safra Sarasin Holding
$470K
KLCM
1890
KG&L Capital Management
Louisiana
$470K
FBFS
1891
First Business Financial Services
Wisconsin
$468K
WPW
1892
Waldron Private Wealth
Pennsylvania
$468K
CCM
1893
Crew Capital Management
Ohio
$466K
VNA
1894
Valley National Advisers
Pennsylvania
$464K
JJBC
1895
James J. Burns & Company
New York
$463K
AWM
1896
Aprio Wealth Management
Georgia
$463K
DWM
1897
Drive Wealth Management
Utah
$462K
C
1898
Certuity
Florida
$461K
CP
1899
CenterBook Partners
Connecticut
$461K
FOA
1900
Five Oceans Advisors
California
$461K