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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 %
GWSA
2501
Global Wealth Strategies & Associates
Colorado
$96.3K +$2.55K +8 +3%
PB
2502
Pinnacle Bancorp
Nebraska
$93.8K
GK
2503
Graney & King
New York
$93.1K +$10.5K +33 +13%
C
2504
Covestor
United Kingdom
$93K -$8.98K -28 -9%
TC
2505
Tacita Capital
Ontario, Canada
$92.5K
RDFA
2506
Ritter Daniher Financial Advisory
Ohio
$91.9K +$15.9K +50 +21%
WOSD
2507
WFA of San Diego
California
$91.9K +$91.9K +288 New
PWMG
2508
Private Wealth Management Group
New Jersey
$90.6K -$7.02K -22 -7%
HC
2509
Hoese & Co
Minnesota
$89.3K
RF
2510
Rossby Financial
Florida
$87.4K +$31.9K +100 +57%
VWM
2511
Vermillion Wealth Management
Minnesota
$85.6K
MMCM
2512
Murphy & Mullick Capital Management
New York
$85.5K +$51.9K +170 +155%
AWM
2513
Accredited Wealth Management
Kentucky
$82.4K +$82.4K +258 New
WA
2514
WPG Advisers
Maryland
$81K -$7.66K -24 -9%
WTFG
2515
Wood Tarver Financial Group
Idaho
$81K
AG
2516
AmeriFlex Group
Nevada
$80.4K
FCMT
2517
Founders Capital Management (Texas)
Texas
$79.7K
GEA
2518
Glen Eagle Advisors
New Jersey
$79.5K
BCM
2519
Boreal Capital Management
Florida
$79.4K +$79.4K +249 New
WA
2520
Whipplewood Advisors
Colorado
$77.8K -$12.4K -39 -14%
FWM
2521
FSA Wealth Management
Massachusetts
$77.5K
AT
2522
Avalon Trust
New Mexico
$76.2K -$41.5K -130 -35%
PFG
2523
Putney Financial Group
California
$74K -$9.57K -30 -11%
FP
2524
Financial Perspectives
Minnesota
$73.7K
OAJ
2525
Ogorek Anthony Joseph
New York
$73K +$12.6K +40 +21%