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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 %
UCB
1501
United Community Bank
South Carolina
$884K -$153K -481 -15%
FWM
1502
FFT Wealth Management
Pennsylvania
$884K
BMC
1503
Benin Management Corp
Connecticut
$881K -$343K -1,075 -28%
TW
1504
TritonPoint Wealth
Maryland
$881K +$29.3K +92 +3%
CCA
1505
Childress Capital Advisors
Texas
$880K +$123K +385 +16%
SIA
1506
SkyView Investment Advisors
New Jersey
$878K -$6.35K -20 -0.7%
GLLW
1507
Graves Light Lenhart Wealth
Virginia
$878K
PWPS
1508
Pinnacle Wealth Planning Services
Ohio
$877K +$2.55K +8 +0.3%
ITIM
1509
Indiana Trust & Investment Management
Indiana
$876K
AA
1510
Alta Advisers
United Kingdom
$875K
LA
1511
Lifeworks Advisors
Michigan
$875K -$39.5K -124 -4%
SG
1512
StoneX Group
New York
$874K -$52.6K -165 -6%
MFG
1513
Midwest Financial Group
Kansas
$872K
KP
1514
Keel Point
Alabama
$865K +$72.4K +227 +9%
NFSG
1515
Newbridge Financial Services Group
Florida
$864K +$83.6K +262 +11%
MCC
1516
Money Concepts Capital
Florida
$864K +$22K +69 +3%
HAIM
1517
Hunter Associates Investment Management
Pennsylvania
$862K
CFP
1518
Catalyst Financial Partners
Massachusetts
$862K +$37.6K +118 +5%
BDA
1519
Borer Denton & Associates
Pennsylvania
$857K
HIM
1520
Hillsdale Investment Management
Ontario, Canada
$855K +$12.8K +40 +2%
CM
1521
Castleark Management
Illinois
$853K
HA
1522
Herold Advisors
New York
$851K -$96K -301 -10%
PWA
1523
Provenance Wealth Advisors
Florida
$850K -$9.57K -30 -1%
AFC
1524
AFT Forsyth & Company
Florida
$847K -$15.9K -50 -2%
MA
1525
MCF Advisors
Kentucky
$845K +$2.23K +7 +0.3%