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American Express

2,671 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, 949 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,671
Holders Change
+85
Holders Change %
+3.29%
% of All Funds
35.8%
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
949
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
2026
Global Financial Private Client
Florida
$377K +$1.91K +6 +0.5%
MHC
2027
May Hill Capital
Massachusetts
$376K +$47.5K +149 +14%
NFG
2028
Nadler Financial Group
Illinois
$375K
VFA
2029
Voya Financial Advisors
Connecticut
$375K -$15.2K -48 -4%
MIM
2030
Montgomery Investment Management
Maryland
$375K
OC
2031
Opinicus Capital
Florida
$374K +$80.4K +252 +27%
HWA
2032
Heartwood Wealth Advisors
Virginia
$374K -$14.7K -46 -4%
AWA
2033
AGH Wealth Advisors
Kansas
$373K +$18.5K +58 +5%
BCM
2034
Berbice Capital Management
New York
$371K
VCM
2035
Vivaldi Capital Management
Illinois
$371K
GSEP
2036
Golden State Equity Partners
California
$371K +$31.9K +100 +9%
EWA
2037
Encompass Wealth Advisors
Oregon
$371K -$638 -2 -0.2%
GWM
2038
Gitterman Wealth Management
New Jersey
$370K
MAG
2039
Mayfair Advisory Group
Alabama
$369K -$9.52K -32 -3%
BTWM
2040
Brass Tax Wealth Management
Ohio
$369K +$5.1K +16 +1%
NWM
2041
Northwest Wealth Management
Iowa
$368K +$3.19K +10 +0.9%
CIP
2042
Convergence Investment Partners
Florida
$367K -$14.4K -45 -4%
EGA
2043
E&G Advisors
Texas
$367K -$31.9K -100 -8%
MC
2044
Middleton & Co
Massachusetts
$367K -$22K -69 -6%
PIP
2045
Peachtree Investment Partners
Florida
$365K -$219K -685 -37%
PCWA
2046
Pacific Capital Wealth Advisors
California
$364K -$65.5K -203 -15%
AC
2047
Allstate Corporation
Illinois
$362K -$7.89M -24,725 -96%
CG
2048
Clifford Group
Massachusetts
$362K
HI
2049
Hudock Inc
Pennsylvania
$361K
UFA
2050
Uptown Financial Advisors
Texas
$359K