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American Express

2,672 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, 950 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,672
Holders Change
+86
Holders Change %
+3.33%
% of All Funds
35.81%
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
950
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
1451
Hanson & Doremus Investment Management
Vermont
$968K -$281K -881 -23%
SB
1452
Strategic Blueprint
Georgia
$966K +$1.91K +6 +0.2%
SWM
1453
Scissortail Wealth Management
Oklahoma
$962K -$6.38K -20 -0.7%
CFG
1454
Cooper Financial Group
California
$961K +$94.1K +295 +11%
RWS
1455
Resolute Wealth Strategies
Mississippi
$960K -$419K -1,313 -30%
RMCM
1456
Reynders McVeigh Capital Management
Massachusetts
$958K -$66.6K -209 -7%
LWMM
1457
Legacy Wealth Management (Mississippi)
Mississippi
$957K
GTAM
1458
Global Trust Asset Management
Florida
$952K -$19.8K -62 -2%
CFG
1459
Chapman Financial Group
Hawaii
$942K +$942K +2,953 New
QWP
1460
Quotient Wealth Partners
Texas
$942K +$182K +572 +24%
LW
1461
Linscomb Wealth
Texas
$939K -$18.8K -59 -2%
OWA
1462
Outlook Wealth Advisors
Texas
$937K -$8.61K -27 -0.9%
CB
1463
Centennial Bank
Arkansas
$935K
FFA
1464
Florida Financial Advisors
Florida
$929K +$132K +413 +17%
CA
1465
Cambridge Advisors
Nebraska
$928K
AWM
1466
Angeles Wealth Management
California
$927K +$202K +634 +28%
SIM
1467
Sentry Investment Management
Wisconsin
$927K
ESB
1468
Essex Savings Bank
Connecticut
$925K +$12.1K +38 +1%
LWM
1469
LongView Wealth Management
Georgia
$925K +$33.5K +105 +4%
HIP
1470
HUB Investment Partners
Texas
$924K +$153K +481 +20%
BST
1471
Bath Savings Trust
Maine
$922K -$7.97K -25 -0.9%
PWM
1472
Purus Wealth Management
California
$919K -$4.15K -13 -0.4%
MSWM
1473
McGlone Suttner Wealth Management
Wisconsin
$919K -$149K -467 -14%
FFA
1474
Founders Financial Alliance
North Carolina
$919K +$39.6K +124 +4%
TSMHT
1475
Thurston Springer Miller Herd & Titak
Indiana
$912K +$192K +601 +27%