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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
OSNBOA
2226
Old Second National Bank of Aurora
Illinois
$287K
TF
2227
Talbot Financial
Washington
$287K
ODIJL
2228
One Day In July LLC
Vermont
$286K
DFP
2229
Defined Financial Planning
California
$286K
OWM
2230
Orca Wealth Management
Florida
$286K
JWM
2231
JGP Wealth Management
Oregon
$286K
JC
2232
JB Capital
Connecticut
$285K
AC
2233
ASB Consultores
Florida
$285K
AGA
2234
Accuvest Global Advisors
Utah
$283K
AHC
2235
Adell Harriman & Carpenter
Texas
$283K
NCM
2236
Novare Capital Management
North Carolina
$283K
PPWM
2237
PFG Private Wealth Management
Florida
$283K
OC
2238
Oarsman Capital
Wisconsin
$282K
EIG
2239
Ellenbecker Investment Group
Wisconsin
$282K
GAB
2240
German American Bancorp
Indiana
$281K
WP
2241
WealthPLAN Partners
Nebraska
$281K
CPWA
2242
Cerro Pacific Wealth Advisors
California
$280K
NEWAS
2243
N.E.W. Advisory Services
Wisconsin
$280K
TCWM
2244
Total Clarity Wealth Management
Illinois
$280K
RB
2245
Renasant Bank
Mississippi
$279K
HI
2246
Humankind Investments
New York
$278K
SSWM
2247
Sheets Smith Wealth Management
North Carolina
$278K
LK
2248
Lumbard & Kellner
New Hampshire
$278K
PWM
2249
Palacios Wealth Management
Florida
$278K
PA
2250
Planning Alternatives
Michigan
$277K