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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 %
IRAG
2551
Investment Research & Advisory Group
Georgia
$53K +$5.42K +17 +11%
EC
2552
Elequin Capital
New York
$52.6K +$52.6K +165 New
FCG
2553
Financial Connections Group
California
$52K
TCM
2554
Tradewinds Capital Management
Washington
$50.4K
SA
2555
Scarborough Advisors
Maryland
$49.9K +$49.9K +156 New
GA
2556
GoalVest Advisory
New York
$48.8K -$2.23K -7 -4%
BCFD
2557
Boit C.F. David
$48.6K
MSG
2558
Main Street Group
Virginia
$48K -$320 -1 -0.7%
UBP
2559
Union Bancaire Privee
Switzerland
$47.6K -$461K -1,453 -91%
RF
2560
Roxbury Financial
New Jersey
$45.6K -$5.1K -16 -10%
GWSG
2561
GPS Wealth Strategies Group
Colorado
$44.7K -$11.8K -37 -21%
Loomis, Sayles & Company
2562
Loomis, Sayles & Company
Massachusetts
$44.7K -$10.2K -32 -19%
1NWS
2563
1 North Wealth Services
Maryland
$44K
SO
2564
Sierra Ocean
California
$43.5K -$2.88K -9 -6%
WOC
2565
West Oak Capital
California
$41.7K +$638 +200 +2%
VWWMG
2566
Vermillion & White Wealth Management Group
Pennsylvania
$41K +$318 +1 +0.8%
CH
2567
Canton Hathaway
Rhode Island
$41K
PG
2568
Proffitt & Goodson
Tennessee
$40.8K +$40.8K +128 New
NIM
2569
Nexus Investment Management
Ontario, Canada
$39.9K
AIC
2570
Archer Investment Corporation
Indiana
$39.8K
CIAS
2571
CBIZ Investment Advisory Services
Ohio
$38.9K +$32.5K +102 +510%
SC
2572
Solstein Capital
California
$38.6K +$38.6K +121 New
HHMI
2573
Howard Hughes Medical Institute
Maryland
$38K +$38K +119 New
ACM
2574
Aster Capital Management
United Arab Emirates
$38K +$38K +119 New
WAM
2575
WFA Asset Management
Wisconsin
$37.4K +$231 +1 +0.6%