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American Express

2,695 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, 1,046 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: 2,5952,695 (+100)

9% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 958

0.6% more ownership

Funds ownership: 84.24%84.84% (+0.6%)

Holders
2,695
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
NSAM
2201
North Star Asset Management
Wisconsin
$299K
GPI
2202
General Partner Inc
Pennsylvania
$299K
CNTOF
2203
Canandaigua National Trust of Florida
New York
$298K
OWA
2204
Octavia Wealth Advisors
Ohio
$298K
RCG
2205
Ruane, Cunniff & Goldfarb
New York
$297K
EFG
2206
Ethos Financial Group
Pennsylvania
$296K
BOJHT
2207
Bank of Jackson Hole Trust
Wyoming
$295K
IBOK
2208
Independence Bank of Kentucky
Kentucky
$295K
KWM
2209
Kingsman Wealth Management
Florida
$295K
WWM
2210
WT Wealth Management
Arizona
$294K
ACA
2211
Ackerman Capital Advisors
Texas
$293K
NFP
2212
Narus Financial Partners
Utah
$293K
QWM
2213
Quadcap Wealth Management
Texas
$293K
SC
2214
Stephenson & Company
California
$293K
EA
2215
Everpar Advisors
Oklahoma
$293K
LCWP
2216
Legacy Capital Wealth Partners
Arkansas
$292K
BWP
2217
Barlow Wealth Partners
Kentucky
$292K
BWA
2218
Bestgate Wealth Advisors
Maryland
$292K
NCTC
2219
New Covenant Trust Company
Indiana
$291K
MPM
2220
Meritage Portfolio Management
Kansas
$290K
AIP
2221
Almanack Investment Partners
Pennsylvania
$290K
CAM
2222
Costello Asset Management
Pennsylvania
$288K
MIC
2223
Meridian Investment Counsel
California
$288K
GWM
2224
GSB Wealth Management
Connecticut
$288K
MFGM
2225
Marshall Financial Group (Maryland)
Maryland
$288K