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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
FWIA
1926
Fort Washington Investment Advisors
Ohio
$440K
FPL
1927
Fortress Private Ledger
North Carolina
$438K
BSHC
1928
Breed's Hill Capital
Massachusetts
$438K
FFBTD
1929
First Financial Bank - Trust Division
Ohio
$437K
1CP
1930
17 Capital Partners
Arizona
$436K
AAG
1931
Armstrong Advisory Group
Massachusetts
$436K
LPT
1932
Legacy Private Trust
Wisconsin
$435K
CAG
1933
Centerpoint Advisory Group
Kansas
$435K
KA
1934
KLCM Advisors
Wisconsin
$433K
OWM
1935
OneAscent Wealth Management
Alabama
$433K
CTA
1936
Colonial Trust Advisors
South Carolina
$433K
HFM
1937
Harvest Fund Management
China
$432K
HFRG
1938
Houlihan Financial Resource Group
Virginia
$432K
IIA
1939
IPG Investment Advisors
California
$432K
VWA
1940
Visionary Wealth Advisors
Illinois
$432K
GAMC
1941
Garner Asset Management Corp
Texas
$431K
HFS
1942
Howard Financial Services
Texas
$431K
JWBC
1943
J.W. Burns & Co
New York
$431K
SAM
1944
Summit Asset Management
Tennessee
$431K
NAMP
1945
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K
WCFA
1946
Walkner Condon Financial Advisors
Wisconsin
$430K
WA
1947
Westfuller Advisors
New York
$430K
AFP
1948
Ausdal Financial Partners
Iowa
$430K
EA
1949
Enclave Advisors
Texas
$430K
SCM
1950
Schnieders Capital Management
California
$428K