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American Express

2,670 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
2,670
Holders Change
+84
Holders Change %
+3.25%
% 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 %
CWP
2551
Concord Wealth Partners
Virginia
$53.3K -$1.6K -5 -3%
AWM
2552
Abound Wealth Management
Tennessee
$53.2K -$637 -2 -1%
IRAG
2553
Investment Research & Advisory Group
Georgia
$53K +$5.42K +17 +11%
EC
2554
Elequin Capital
New York
$52.6K +$52.6K +165 New
FCG
2555
Financial Connections Group
California
$52K
TCM
2556
Tradewinds Capital Management
Washington
$50.4K
SA
2557
Scarborough Advisors
Maryland
$49.9K +$49.9K +156 New
GA
2558
GoalVest Advisory
New York
$48.8K -$2.23K -7 -4%
BCFD
2559
Boit C.F. David
$48.6K
MSG
2560
Main Street Group
Virginia
$48K -$320 -1 -0.7%
UBP
2561
Union Bancaire Privee
Switzerland
$47.6K -$461K -1,453 -91%
RF
2562
Roxbury Financial
New Jersey
$45.6K -$5.1K -16 -10%
GWSG
2563
GPS Wealth Strategies Group
Colorado
$44.7K -$11.8K -37 -21%
Loomis, Sayles & Company
2564
Loomis, Sayles & Company
Massachusetts
$44.7K -$10.2K -32 -19%
1NWS
2565
1 North Wealth Services
Maryland
$44K
SO
2566
Sierra Ocean
California
$43.5K -$2.88K -9 -6%
WOC
2567
West Oak Capital
California
$41.7K +$638 +200 +2%
VWWMG
2568
Vermillion & White Wealth Management Group
Pennsylvania
$41K +$318 +1 +0.8%
CH
2569
Canton Hathaway
Rhode Island
$41K
PG
2570
Proffitt & Goodson
Tennessee
$40.8K +$40.8K +128 New
NIM
2571
Nexus Investment Management
Ontario, Canada
$39.9K
AIC
2572
Archer Investment Corporation
Indiana
$39.8K
CIAS
2573
CBIZ Investment Advisory Services
Ohio
$38.9K +$32.5K +102 +510%
SC
2574
Solstein Capital
California
$38.6K +$38.6K +121 New
HHMI
2575
Howard Hughes Medical Institute
Maryland
$38K +$38K +119 New