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American Express

2,669 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, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,669
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.79%
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
948
Closed
108
Calls
$2.64B
Puts
$2.05B
Net Calls
+$592M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
2401
Clark Asset Management
New Hampshire
$208K +$208K +652 New
FFO
2402
Fortitude Family Office
Arizona
$208K +$1.6K +5 +0.8%
CA
2403
Carson Advisory
Georgia
$207K +$207K +650 New
PWM
2404
PMG Wealth Management
Illinois
$207K +$207K +650 New
SIA
2405
Stegner Investment Associates
Kentucky
$207K +$207K +650 New
NPA
2406
Nichols & Pratt Advisers
Massachusetts
$207K +$207K +650 New
TWA
2407
Talisman Wealth Advisors
New Jersey
$207K +$207K +649 New
BWS
2408
Buck Wealth Strategies
Colorado
$207K +$207K +649 New
PW
2409
Potentia Wealth
California
$207K +$207K +649 New
FSCM
2410
Front Street Capital Management
Montana
$207K +$207K +650 New
KWA
2411
Kondo Wealth Advisors
California
$207K +$207K +641 New
TCA
2412
Trifecta Capital Advisors
Illinois
$207K +$10.2K +32 +5%
CPC
2413
Congress Park Capital
New York
$207K +$207K +648 New
IAS
2414
IMA Advisory Services
Colorado
$207K +$1.28K +4 +0.6%
AGC
2415
Aspen Grove Capital
Colorado
$207K +$207K +648 New
FWM
2416
FMB Wealth Management
California
$206K +$206K +646 New
CCAL
2417
City Center Advisors LLC
Michigan
$206K +$206K +645 New
LWM
2418
Lionshead Wealth Management
New York
$206K +$206K +645 New
FA
2419
Fiducient Advisors
Illinois
$205K +$205K +643 New
CA
2420
Claris Advisors
Missouri
$205K -$503K -1,577 -71%
GHA
2421
GW Henssler & Associates
Georgia
$205K +$205K +642 New
SW
2422
SMART Wealth
Nebraska
$204K -$1.08M -3,385 -84%
LB
2423
Legacy Bridge
Iowa
$204K
TFIPS
2424
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K
CWP
2425
Curated Wealth Partners
California
$204K +$204K +640 New