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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 %
LSPW
1776
Lake Street Private Wealth
Illinois
$545K +$3.19K +10 +0.6%
CA
1777
Cache Advisors
California
$545K +$545K +1,708 New
NRI
1778
NFP Retirement Inc
California
$545K +$4.15K +13 +0.8%
OA
1779
Oxbow Advisors
Texas
$544K +$16.3K +51 +3%
ATWA
1780
Arbor Trust Wealth Advisors
Michigan
$543K +$121K +380 +29%
ZCI
1781
Zevenbergen Capital Investments
Washington
$542K
NA
1782
Navellier & Associates
Nevada
$542K
SAM
1783
Strive Asset Management
Ohio
$542K -$304K -952 -36%
1WM
1784
1858 Wealth Management
Ohio
$542K +$8.29K +26 +2%
ICP
1785
Impact Capital Partners
Colorado
$539K +$25.2K +79 +5%
AF
1786
Apexium Financial
Texas
$539K +$7.98K +25 +2%
HTIM
1787
Harbour Trust & Investment Management
Indiana
$538K
TNA
1788
True North Advisors
Texas
$537K +$75K +235 +16%
HIG
1789
Heritage Investment Group
Florida
$536K
WC
1790
Waterloo Capital
Texas
$535K +$210K +660 +65%
AWA
1791
Amplius Wealth Advisors
Pennsylvania
$535K +$14.7K +46 +3%
FA
1792
Fountainhead AM
New Jersey
$534K -$12.8K -40 -2%
CHC
1793
City Holding Co
West Virginia
$534K
TC
1794
TFR Capital
Texas
$534K +$85.2K +267 +19%
TC
1795
Trilogy Capital
California
$533K +$21.7K +68 +4%
EWA
1796
Exencial Wealth Advisors
Oklahoma
$529K -$1.91K -6 -0.4%
MCWA
1797
Meadow Creek Wealth Advisors
Georgia
$528K
PFGIA
1798
Patriot Financial Group Insurance Agency
Massachusetts
$526K
FM
1799
Foster & Motley
Ohio
$525K -$12.8K -40 -2%
MPIA
1800
Mountain Pacific Investment Advisers
Idaho
$525K