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American Express

2,685 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,041 increasing their positions, 956 reducing their positions, and 109 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: 2,5882,685 (+97)

9% more repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 956

0.82% more ownership

Funds ownership: 84.22%85.03% (+0.82%)

Holders
2,685
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
PG
1876
Patten Group
Tennessee
$475K
WCA
1877
Westover Capital Advisors
Delaware
$473K
DAM
1878
Delta Asset Management
Tennessee
$472K
AA
1879
Aire Advisors
California
$472K
ARMT
1880
Amica Retiree Medical Trust
Rhode Island
$471K
OL
1881
OneFund LLC
Florida
$471K
JSSH
1882
J. Safra Sarasin Holding
$470K
KLCM
1883
KG&L Capital Management
Louisiana
$470K
FBFS
1884
First Business Financial Services
Wisconsin
$468K
WPW
1885
Waldron Private Wealth
Pennsylvania
$468K
CCM
1886
Crew Capital Management
Ohio
$466K
VNA
1887
Valley National Advisers
Pennsylvania
$464K
JJBC
1888
James J. Burns & Company
New York
$463K
AWM
1889
Aprio Wealth Management
Georgia
$463K
DWM
1890
Drive Wealth Management
Utah
$462K
C
1891
Certuity
Florida
$461K
CP
1892
CenterBook Partners
Connecticut
$461K
FOA
1893
Five Oceans Advisors
California
$461K
ECAM
1894
East Coast Asset Management
Massachusetts
$460K
FA
1895
Financial Advisors
Massachusetts
$459K
MW
1896
Maia Wealth
Colorado
$459K
SCA
1897
Sandy Cove Advisors
Massachusetts
$457K
EGWAG
1898
Elwood & Goetz Wealth Advisory Group
Georgia
$456K
OL
1899
Optas LLC
Texas
$456K
SDAM
1900
Shulman DeMeo Asset Management
New York
$455K