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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 %
IAIM
1476
International Assets Investment Management
Florida
$910K -$123K -387 -12%
LAI
1477
Legal Advantage Investments
California
$909K
SFI
1478
SPC Financial Inc
Maryland
$904K +$1.6K +5 +0.2%
APP
1479
Avantax Planning Partners
Iowa
$901K +$319 +1 +0%
BTD
1480
BankPlus Trust Department
Mississippi
$900K +$482K +1,512 +115%
OL
1481
one8zero8 LLC
North Carolina
$900K
EB
1482
Exchange Bank
California
$899K -$54.2K -170 -6%
WPW
1483
Warther Private Wealth
Ohio
$899K -$462K -1,449 -34%
CW
1484
Channel Wealth
California
$898K
RI
1485
Ridgewood Investments
New Jersey
$896K
CBT
1486
CoreFirst Bank & Trust
Kansas
$896K
YIM
1487
Yoffe Investment Management
Pennsylvania
$894K
ME
1488
McIlrath & Eck
Washington
$894K
KA
1489
Kearns & Associates
California
$893K
PWP
1490
Pursue Wealth Partners
California
$893K
VFA
1491
Values First Advisors
Tennessee
$892K +$309K +970 +53%
FFA
1492
Fortune Financial Advisors
Kansas
$891K -$10.5K -33 -1%
MWS
1493
MFA Wealth Services
California
$889K -$20.4K -64 -2%
APWA
1494
Atlas Private Wealth Advisors
New Jersey
$889K +$15K +47 +2%
GWANC
1495
Guardian Wealth Advisors (North Carolina)
North Carolina
$889K -$7.34K -23 -0.8%
MAM
1496
Milestone Asset Management
Pennsylvania
$889K -$4.16M -13,041 -82%
FFS
1497
Founders Financial Securities
Maryland
$887K -$7.66K -24 -0.9%
HGA
1498
Hobbs Group Advisors
South Carolina
$887K
NP
1499
Nilsine Partners
Colorado
$887K +$72.4K +227 +9%
FDP
1500
Financiere des Professionnels
Quebec, Canada
$887K +$887K +2,780 New