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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 %
TC
2076
Truvestments Capital
Florida
$347K -$25.2K -79 -7%
RIA
2077
Regal Investment Advisors
Michigan
$346K +$346K +1,086 New
GWP
2078
Gateway Wealth Partners
Wisconsin
$346K -$4.15K -13 -1%
DOA
2079
D'Orazio & Associates
Virginia
$346K -$7.34K -23 -2%
BCM
2080
BTC Capital Management
Iowa
$346K
LI
2081
Lafayette Investments
Maryland
$345K -$12.8K -40 -4%
GIA
2082
Guyasuta Investment Advisors
Pennsylvania
$344K +$7.98K +25 +2%
FGWP
2083
Founders Grove Wealth Partners
Virginia
$344K +$23K +72 +7%
FPB
2084
First PREMIER Bank
South Dakota
$343K +$194K +607 +130%
AT
2085
Arlington Trust
Alabama
$341K -$7.34K -23 -2%
SFG
2086
Stonebridge Financial Group
Pennsylvania
$341K -$4.15K -13 -1%
OWP
2087
ORG Wealth Partners
Texas
$339K -$8.39K -26 -2%
THL
2088
Tillman Hartley LLC
Colorado
$339K +$3.19K +10 +0.9%
CCG
2089
Catalina Capital Group
California
$339K -$78.5K -246 -19%
ATI
2090
Act Two Investors
California
$338K
FWI
2091
Facet Wealth Inc
Maryland
$338K +$338K +1,128 New
BCG
2092
Bravias Capital Group
New Jersey
$337K +$337K +1,058 New
EDRH
2093
Edmond de Rothschild Holding
Switzerland
$337K -$48.2K -151 -13%
GGI
2094
Godsey & Gibb Inc
Virginia
$337K -$6.38K -20 -2%
SFP
2095
Shepherd Financial Partners
Massachusetts
$336K +$2.87K +9 +0.9%
OFW
2096
Omnia Family Wealth
Florida
$335K +$46.9K +147 +16%
BA
2097
Bristlecone Advisors
Washington
$335K -$7.98K -25 -2%
FMII
2098
Farmers & Merchants Investments Inc
Nebraska
$335K -$2.55K -8 -0.8%
SHFP
2099
Second Half Financial Partners
Florida
$334K +$26.5K +83 +9%
OPPS
2100
Obsidian Personal Planning Solutions
Maryland
$333K -$319 -1 -0.1%