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American Express

2,671 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 241 funds opening new positions, 1,039 increasing their positions, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,671
Holders Change
+85
Holders Change %
+3.29%
% of All Funds
35.8%
Holding in Top 10
106
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35.9%
% of All Funds
1.42%
New
241
Increased
1,039
Reduced
949
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
B
2476
Birchbrook
Maine
$131K
FMB
2477
Field & Main Bank
Kentucky
$128K
BIA
2478
Bell Investment Advisors
California
$126K +$5.74K +18 +5%
FC
2479
Fairscale Capital
New Hampshire
$126K
AEPWM
2480
Atlantic Edge Private Wealth Management
Florida
$121K +$1.28K +4 +1%
IWMWV
2481
Ironwood Wealth Management (West Virginia)
West Virginia
$120K
GKIM
2482
GW&K Investment Management
Massachusetts
$118K +$24K +75 +26%
HCM
2483
Hollencrest Capital Management
California
$117K +$12.8K +40 +12%
BWM
2484
Bernard Wealth Management
Michigan
$117K -$957 -3 -0.8%
JFGIW
2485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K +$27.1K +85 +30%
MAM
2486
Meeder Asset Management
Ohio
$116K -$6.18M -19,374 -98%
CMP
2487
Coston McIsaac & Partners
Maine
$114K
OP
2488
ORG Partners
Indiana
$112K +$101K +313 +948%
CFD
2489
Creative Financial Designs
Indiana
$111K +$1.28K +4 +1%
RA
2490
Rise Advisors
New York
$111K +$6.7K +21 +6%
BCMLT
2491
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$15.6K -49 -12%
HNW
2492
High Note Wealth
Minnesota
$109K
GG
2493
Gleason Group
Kentucky
$109K +$319 +1 +0.3%
GCM
2494
Gables Capital Management
Florida
$108K
FIM
2495
FWL Investment Management
Texas
$107K +$10.8K +34 +11%
PCFFS
2496
Pacific Center for Financial Services
California
$106K
Bank Julius Baer & Co
2497
Bank Julius Baer & Co
Switzerland
$102K +$11.8K +37 +13%
NCM
2498
Northwest Capital Management
Oregon
$99.8K
CBT
2499
Crews Bank & Trust
Florida
$99.5K
OPTFSNA
2500
Old Point Trust & Financial Services N A
Virginia
$96.3K