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American Express

2,670 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
2,670
Holders Change
+84
Holders Change %
+3.25%
% 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 %
MC
2151
Marest Capital
California
$311K +$12.1K +38 +4%
VIM
2152
Vista Investment Management
Pennsylvania
$311K -$2.55K -8 -0.8%
FPW
2153
Fairvoy Private Wealth
Alabama
$310K +$9.57K +30 +3%
HFS
2154
Hopwood Financial Services
Virginia
$310K
EWM
2155
EPG Wealth Management
Georgia
$310K -$125K -391 -29%
TA
2156
TFB Advisors
Kansas
$309K +$21.4K +67 +7%
SA
2157
Sovran Advisors
California
$309K -$31.4K -99 -9%
CF
2158
Claris Financial
Virginia
$309K +$1.28K +4 +0.4%
RFM
2159
Royal Fund Management
Florida
$308K +$957 +3 +0.3%
EBA
2160
Eagle Bay Advisors
New York
$308K -$9.89K -31 -3%
AA
2161
Acorns Advisers
California
$308K +$28.7K +90 +10%
CA
2162
Cornerstone Advisory
Maryland
$308K +$9.89K +31 +3%
WCM
2163
Wedge Capital Management
North Carolina
$307K -$34.8K -109 -10%
HG
2164
Harbor Group
New Hampshire
$307K +$638 +2 +0.2%
BWG
2165
Berry Wealth Group
Texas
$306K -$45.3K -142 -13%
FCA
2166
FLC Capital Advisors
California
$305K -$63.5K -199 -17%
PL
2167
Perpetual Ltd
Australia
$305K +$3.51K +11 +1%
SFG
2168
SevenBridge Financial Group
Pennsylvania
$304K +$606 +2 +0.2%
CWA
2169
CJM Wealth Advisers
Virginia
$304K
JCM
2170
Jacobsen Capital Management
Utah
$304K +$32.5K +102 +12%
IGAM
2171
iA Global Asset Management
Quebec, Canada
$303K +$303K +950 New
IAG
2172
Investment Advisory Group
Massachusetts
$302K +$302K +948 New
MPM
2173
MBB Public Markets
Illinois
$301K -$68.9K -216 -19%
PSP
2174
Principal Street Partners
Tennessee
$301K +$301K +944 New
AW
2175
Atlas Wealth
Ohio
$301K +$301K +934 New