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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 %
TIM
1751
Thompson Investment Management
Wisconsin
$568K
RCM
1752
RNC Capital Management
California
$568K -$2.87K -9 -0.5%
WI
1753
WrapManager Inc
California
$567K +$6.06K +19 +1%
SPWG
1754
Sage Private Wealth Group
Illinois
$565K -$27.8K -87 -5%
TCWA
1755
Turtle Creek Wealth Advisors
Texas
$564K +$564K +1,767 New
SFG
1756
Sovereign Financial Group
Connecticut
$563K +$48.8K +153 +9%
SA
1757
SRN Advisors
Pennsylvania
$563K -$378K -1,186 -40%
ACM
1758
Arcataur Capital Management
Wisconsin
$561K -$3.19K -10 -0.6%
LFS
1759
Legacy Financial Strategies
Kansas
$561K +$58.1K +182 +12%
SWM
1760
Silverlake Wealth Management
Vermont
$560K +$160K +503 +40%
LWM
1761
Liberty Wealth Management
California
$559K -$28.1K -88 -5%
KCM
1762
Kathmere Capital Management
Pennsylvania
$557K -$45K -141 -7%
FWA
1763
FSM Wealth Advisors
Ohio
$555K +$304K +942 +121%
EIP
1764
Ellis Investment Partners
Pennsylvania
$555K +$319 +1 +0.1%
SCP
1765
Sivia Capital Partners
California
$554K +$63.8K +200 +13%
BIM
1766
Barton Investment Management
Pennsylvania
$553K
OLA
1767
Oliver Luxxe Assets
New Jersey
$552K -$98.9K -310 -15%
LSIA
1768
LaSalle St. Investment Advisors
Illinois
$550K -$84.8K -266 -13%
HWM
1769
Hemington Wealth Management
Virginia
$550K +$20.4K +64 +4%
KA
1770
Klingman & Associates
New York
$550K +$285K +893 +107%
CFG
1771
Carter Financial Group
Illinois
$550K +$550K +1,724 New
CF
1772
Centaurus Financial
California
$548K +$89.6K +281 +20%
VFG
1773
Victory Financial Group
Texas
$548K +$200K +627 +58%
RFA
1774
Reyes Financial Architecture
California
$546K +$59.6K +187 +12%
FFL
1775
Future Fund LLC
Illinois
$545K -$387K -1,212 -41%