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American Express

2,668 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, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
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
1,038
Reduced
948
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
C
2501
Covestor
United Kingdom
$93K -$8.98K -28 -9%
TC
2502
Tacita Capital
Ontario, Canada
$92.5K
RDFA
2503
Ritter Daniher Financial Advisory
Ohio
$91.9K +$15.9K +50 +21%
WOSD
2504
WFA of San Diego
California
$91.9K +$91.9K +288 New
PWMG
2505
Private Wealth Management Group
New Jersey
$90.6K -$7.02K -22 -7%
HC
2506
Hoese & Co
Minnesota
$89.3K
RF
2507
Rossby Financial
Florida
$87.4K +$31.9K +100 +57%
VWM
2508
Vermillion Wealth Management
Minnesota
$85.6K
MMCM
2509
Murphy & Mullick Capital Management
New York
$85.5K +$51.9K +170 +155%
AWM
2510
Accredited Wealth Management
Kentucky
$82.4K +$82.4K +258 New
WA
2511
WPG Advisers
Maryland
$81K -$7.66K -24 -9%
WTFG
2512
Wood Tarver Financial Group
Idaho
$81K
AG
2513
AmeriFlex Group
Nevada
$80.4K
FCMT
2514
Founders Capital Management (Texas)
Texas
$79.7K
GEA
2515
Glen Eagle Advisors
New Jersey
$79.5K
BCM
2516
Boreal Capital Management
Florida
$79.4K +$79.4K +249 New
WA
2517
Whipplewood Advisors
Colorado
$77.8K -$12.4K -39 -14%
FWM
2518
FSA Wealth Management
Massachusetts
$77.5K
AT
2519
Avalon Trust
New Mexico
$76.2K -$41.5K -130 -35%
PFG
2520
Putney Financial Group
California
$74K -$9.57K -30 -11%
FP
2521
Financial Perspectives
Minnesota
$73.7K
OAJ
2522
Ogorek Anthony Joseph
New York
$73K +$12.6K +40 +21%
WCM
2523
Winthrop Capital Management
Indiana
$73K +$73K +230 New
WPA
2524
Wealth Preservation Advisors
Tennessee
$72.6K +$637 +2 +0.9%
S
2525
Sachetta
Massachusetts
$72.5K +$2.56K +8 +4%