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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 %
CTWM
1526
Cherry Tree Wealth Management
Minnesota
$844K -$14K -44 -2%
RFG
1527
RFP Financial Group
Georgia
$843K -$957 -3 -0.1%
AF
1528
Arrow Financial
New York
$840K -$15.6K -49 -2%
TAM
1529
Trillium Asset Management
Massachusetts
$840K +$90.6K +284 +12%
DDPIC
1530
Deroy & Devereaux Private Investment Counsel
Michigan
$839K +$79.8K +250 +11%
UIM
1531
Unified Investment Management
Georgia
$839K +$9.25K +29 +1%
WA
1532
Waddell & Associates
Tennessee
$838K +$61.2K +192 +8%
MSFS
1533
Main Street Financial Solutions
Pennsylvania
$835K -$17.9K -56 -2%
I
1534
InceptionR
California
$833K +$833K +2,610 New
EMB
1535
Elefante Mark B
$832K +$582K +1,823 +232%
UB
1536
Umpqua Bank
Oregon
$830K +$95.1K +300 +13%
PTB
1537
Pioneer Trust Bank
Oregon
$829K
DSC
1538
Duncker Streett & Co
Missouri
$829K
OWA
1539
Opal Wealth Advisors
New York
$829K +$50.4K +158 +6%
MIP
1540
Marietta Investment Partners
Wisconsin
$829K -$3.19K -10 -0.4%
BIG
1541
Brookwood Investment Group
Arizona
$828K +$233K +732 +39%
TLCM
1542
Twin Lakes Capital Management
California
$828K +$1.28K +4 +0.2%
VV
1543
Verity & Verity
South Carolina
$827K -$207K -648 -20%
CBT
1544
Central Bank & Trust
Kentucky
$826K
CAM
1545
Cidel Asset Management
Ontario, Canada
$820K +$31.6K +99 +4%
SCA
1546
Sippican Capital Advisors
Massachusetts
$816K
MWA
1547
Moser Wealth Advisors
Washington
$816K +$23.9K +75 +3%
AI
1548
Arvest Investments
Arkansas
$812K -$2.55K -8 -0.3%
MAM
1549
McLean Asset Management
Virginia
$805K +$20.5K +63 +3%
MCM
1550
Mattern Capital Management
Colorado
$804K +$132K +415 +20%