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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 %
FFA
1826
Fragasso Financial Advisors
Pennsylvania
$506K +$32.2K +101 +7%
R
1827
Rebalance
California
$506K
GAA
1828
Global Assets Advisory
Florida
$505K -$312K -966 -38%
FBC
1829
Fairfield, Bush & Co
Connecticut
$504K
HWA
1830
HCR Wealth Advisors
California
$501K -$161K -504 -24%
APIM
1831
Agate Pass Investment Management
Washington
$501K
M
1832
MOTCO
Texas
$499K -$7.18K -24 -1%
BC
1833
Burney Company
Virginia
$499K -$39.9K -125 -7%
FDDB
1834
Fidelity D&D Bancorp
Pennsylvania
$498K
SMC
1835
Smith, Moore & Co
Missouri
$497K -$41.1K -129 -8%
NC
1836
North Capital
Utah
$496K -$638 -2 -0.1%
TFA
1837
Toth Financial Advisory
Virginia
$495K +$319 +1 +0.1%
ISFAN
1838
Investor's Fiduciary Advisor Network
Washington
$491K +$491K +1,541 New
FB
1839
First Bancorp
Maine
$490K -$3.19K -10 -0.6%
TNBTD
1840
Trustmark National Bank Trust Department
Mississippi
$488K -$116K -363 -19%
WCM
1841
Windsor Capital Management
Arizona
$488K
PCA
1842
Prosperity Capital Advisors
Ohio
$488K +$44.3K +139 +10%
IRC
1843
Investors Research Corp
Georgia
$486K
WAG
1844
Winthrop Advisory Group
Massachusetts
$485K +$485K +1,522 New
BL
1845
Balentine LLC
Georgia
$485K -$918K -2,879 -65%
ONST
1846
Old North State Trust
North Carolina
$484K +$183K +574 +61%
OC
1847
Optima Capital
Oregon
$483K -$122K -382 -20%
SFWC
1848
Strategic Family Wealth Counselors
New Jersey
$483K +$63.2K +198 +15%
6F
1849
626 Financial
Michigan
$483K -$8.93K -28 -2%
CT
1850
Clearstead Trust
Maine
$482K -$33.2K -104 -6%