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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 %
ACA
2576
American Capital Advisory
Idaho
$36.9K +$4.77K +15 +15%
CWIG
2577
Chung Wu Investment Group
Texas
$36.7K +$36.7K +115 New
HFS
2578
Hughes Financial Services
Virginia
$34.9K -$2.96K -10 -8%
MWM
2579
MorganRosel Wealth Management
Colorado
$34.1K
CWM
2580
Cranbrook Wealth Management
Michigan
$33.5K
GFL
2581
Granite FO LLC
New Hampshire
$33.2K
RJA
2582
Ross\Johnson & Associates
Minnesota
$31.9K -$7.98K -25 -20%
AWM
2583
Atticus Wealth Management
Florida
$31.9K
SCA
2584
Stuart Chaussee & Associates
California
$31.9K
IMC
2585
Investment Management Corporation
Virginia
$31.1K
STB
2586
S&T Bank
Pennsylvania
$30.9K +$1.91K +6 +7%
LCM
2587
Logan Capital Management
Pennsylvania
$28.7K -$128K -400 -82%
AFG
2588
Albion Financial Group
Utah
$28.4K
TCM
2589
TruNorth Capital Management
Michigan
$28.4K -$23.3K -73 -45%
MSWM
2590
Mowery & Schoenfeld Wealth Management
Illinois
$28.1K
AIM
2591
Access Investment Management
Georgia
$26.2K +$26.2K +82 New
BFP
2592
Briaud Financial Planning
Texas
$26K +$26K +83 New
DFA
2593
DHJJ Financial Advisors
Illinois
$24.2K -$12.8K -40 -34%
ECM
2594
Estabrook Capital Management
New York
$23.6K
PPC
2595
Park Place Capital
Alabama
$22.3K
MPW
2596
MASECO Private Wealth
$22.1K +$22.1K +69 New
GXJ
2597
Global X Japan
Japan
$22K +$22K +69 New
PP
2598
Pacifica Partners
Canada
$21.6K +$2.86K +9 +15%
BFPW
2599
BOK Financial Private Wealth
Colorado
$21.1K
DWM
2600
Dogwood Wealth Management
Kansas
$20.9K +$19.7K +62 +1,550%