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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 %
PWA
2651
Principia Wealth Advisory
Texas
$5.74K +$3.83K +12 +200%
EWA
2652
EQ Wealth Advisors
Texas
$4.98K -$62K -199 -93%
HIA
2653
HFM Investment Advisors
New Jersey
$4.79K +$3.51K +11 +275%
QWM
2654
Quaker Wealth Management
New Jersey
$4.79K +$4.79K +15 New
KWM
2655
Kiker Wealth Management
Georgia
$4.15K
PWM
2656
Parkworth Wealth Management
California
$4.15K +$1.91K +6 +86%
WA
2657
WestEnd Advisors
North Carolina
$3.83K -$1.28K -4 -25%
PA
2658
Pineridge Advisors
Missouri
$3.51K
DI
2659
DAGCO Inc
Ohio
$3.51K
WAS
2660
Winch Advisory Services
Wisconsin
$3.31K
PCM
2661
Perritt Capital Management
Illinois
$3.19K -$4.47K -14 -58%
PS
2662
PayPay Securities
Japan
$3.19K -$957 -3 -23%
BMC
2663
Bear Mountain Capital
Washington
$3.11K -$1.87K -6 -38%
AP
2664
Aspect Partners
Virginia
$2.87K
CWM
2665
Copia Wealth Management
Oregon
$2.23K +$2.23K +7 New
HC
2666
Hara Capital
Washington
$1.6K
BGWM
2667
Bridge Generations Wealth Management
Florida
$1.28K
RBC
2668
Roble Belko & Company
Pennsylvania
$1K -$6.5K -13 -87%
TFA
2669
Transamerica Financial Advisors
Florida
$793
CFP
2670
Comprehensive Financial Planning
Pennsylvania
$321
MIM
2671
MetLife Investment Management
New Jersey
-$41.2M -153,184 Closed
CF
2672
Corebridge Financial
Texas
-$40.8M -151,474 Closed
PI
2673
PGGM Investments
Netherlands
-$23.6M -87,571 Closed
ACM
2674
Anomaly Capital Management
New York
-$21.5M -79,827 Closed
Tudor Investment Corp
2675
Tudor Investment Corp
Connecticut
-$20.4M -76,000 Closed