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American Express

2,684 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 244 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: 2,5882,684 (+96)

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
2,684
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
PL
2176
Perpetual Ltd
Australia
$305K
SFG
2177
SevenBridge Financial Group
Pennsylvania
$304K
CWA
2178
CJM Wealth Advisers
Virginia
$304K
JCM
2179
Jacobsen Capital Management
Utah
$304K
IGAM
2180
iA Global Asset Management
Quebec, Canada
$303K
IAG
2181
Investment Advisory Group
Massachusetts
$302K
MPM
2182
MBB Public Markets
Illinois
$301K
PSP
2183
Principal Street Partners
Tennessee
$301K
AW
2184
Atlas Wealth
Ohio
$301K
IB
2185
Intrust Bank
Kansas
$301K
NRC
2186
New Republic Capital
North Carolina
$301K
CPSAC
2187
Chas P. Smith & Associates (CPS)
Florida
$300K
BA
2188
Bellwether Advisors
Nebraska
$300K
OCM
2189
Orion Capital Management
California
$300K
TCM
2190
Traynor Capital Management
Pennsylvania
$299K
EIA
2191
Edgemoor Investment Advisors
Maryland
$299K
HA
2192
HC Advisors
Georgia
$299K
NSAM
2193
North Star Asset Management
Wisconsin
$299K
GPI
2194
General Partner Inc
Pennsylvania
$299K
CNTOF
2195
Canandaigua National Trust of Florida
New York
$298K
OWA
2196
Octavia Wealth Advisors
Ohio
$298K
RCG
2197
Ruane, Cunniff & Goldfarb
New York
$297K
EFG
2198
Ethos Financial Group
Pennsylvania
$296K
BOJHT
2199
Bank of Jackson Hole Trust
Wyoming
$295K
IBOK
2200
Independence Bank of Kentucky
Kentucky
$295K