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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 %
NMC
1601
Nine Masts Capital
Hong Kong
$729K +$729K +2,284 New
CHAM
1602
Clear Harbor Asset Management
Connecticut
$728K
PAA
1603
Peregrine Asset Advisers
Oregon
$727K +$727K +2,279 New
AA
1604
Advisory Alpha
Michigan
$726K +$133K +417 +22%
DW30
1605
Drucker Wealth 3.0
New Jersey
$723K +$89.2K +281 +14%
RCA
1606
Roberts Capital Advisors
Colorado
$722K
KIM
1607
Kane Investment Management
California
$721K -$80.4K -252 -10%
TWM
1608
Tanager Wealth Management
United Kingdom
$721K -$171K -536 -19%
ATFA
1609
All Terrain Financial Advisors
Minnesota
$721K
AWE
1610
Avidian Wealth Enterprises
Texas
$720K +$103K +323 +17%
BHIA
1611
Birch Hill Investment Advisors
Massachusetts
$718K
SRC
1612
Shufro Rose & Co
New York
$716K -$108K -400 -13%
GI
1613
Gradient Investments
Minnesota
$715K -$14.5M -45,526 -95%
PWM
1614
Partnership Wealth Management
Maryland
$714K +$16.9K +53 +2%
RRA
1615
Round Rock Advisors
Connecticut
$712K -$58.1K -182 -8%
SIA
1616
SGL Investment Advisors
Montana
$709K +$449K +1,418 +173%
GLA
1617
Good Life Advisors
Pennsylvania
$707K +$15.3K +48 +2%
CD
1618
Chapin Davis
Maryland
$707K -$3.83K -12 -0.5%
HCM
1619
Howland Capital Management
Massachusetts
$707K +$28.7K +90 +4%
RIG
1620
RiverFront Investment Group
Virginia
$707K +$193K +604 +37%
BCG
1621
Breakwater Capital Group
New Jersey
$706K -$39.9K -125 -5%
TWP
1622
Tower Wealth Partners
Pennsylvania
$706K -$3.19K -10 -0.5%
HBW
1623
Hazlett, Burt & Watson
West Virginia
$705K -$19.1K -60 -3%
BFG
1624
Berger Financial Group
Minnesota
$702K +$4.47K +14 +0.6%
SNBOSD
1625
Security National Bank of So Dak
Iowa
$702K