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American Express

2,668 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, 1,038 increasing their positions, 948 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+83
Holders Change %
+3.21%
% of All Funds
35.78%
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
1,038
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 %
SIS
2451
Sound Income Strategies
Florida
$184K -$25.2K -79 -12%
WBWA
2452
William B. Walkup & Associates
South Carolina
$180K
AA
2453
Addison Advisors
Vermont
$179K -$12.4K -39 -7%
IUHSA
2454
Itau Unibanco Holding S.A.
Brazil
$179K -$22.6K -71 -11%
EPIMS
2455
Evelyn Partners Investment Management Services
$176K -$2.98M -3,125 -94%
SNB
2456
Security National Bank
Nebraska
$174K
MAFA
2457
MJT & Associates Financial Advisory
Minnesota
$173K
VWA
2458
VSM Wealth Advisory
Maryland
$170K
SC
2459
Stephens Consulting
Michigan
$165K +$5.42K +17 +3%
AWM
2460
Activest Wealth Management
Florida
$163K +$39.5K +124 +32%
IWM
2461
IMG Wealth Management
Florida
$162K +$6.06K +19 +4%
CIA
2462
Cape Investment Advisory
Georgia
$160K +$1.6K +5 +1%
SL
2463
Salomon & Ludwin
Virginia
$160K +$47.2K +145 +42%
CCMI
2464
Creative Capital Management Investments
California
$159K
DMBA
2465
Deseret Mutual Benefit Administrators
Utah
$155K -$47.2K -148 -23%
RFG
2466
REAP Financial Group
Texas
$149K +$91.6K +287 +159%
CB
2467
CNB Bank
Pennsylvania
$141K -$3.19K -10 -2%
CVM
2468
Cheviot Value Management
California
$141K
BHWM
2469
Bay Harbor Wealth Management
Maryland
$141K +$9.57K +30 +7%
FFL
2470
Financial Freedom LLC
Ohio
$140K
PP
2471
PrairieView Partners
Minnesota
$140K
BHWM
2472
Beaird Harris Wealth Management
Texas
$136K +$8.3K +26 +6%
B
2473
Birchbrook
Maine
$131K
FMB
2474
Field & Main Bank
Kentucky
$128K
BIA
2475
Bell Investment Advisors
California
$126K +$5.74K +18 +5%