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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 %
KTC
2451
Kentucky Trust Company
Kentucky
$193K -$23.9K -75 -11%
AF
2452
Advisornet Financial
Minnesota
$192K +$63.1K +198 +49%
CFS
2453
CGC Financial Services
Oregon
$186K +$186K +582 New
SIS
2454
Sound Income Strategies
Florida
$184K -$25.2K -79 -12%
WBWA
2455
William B. Walkup & Associates
South Carolina
$180K
AA
2456
Addison Advisors
Vermont
$179K -$12.4K -39 -7%
IUHSA
2457
Itau Unibanco Holding S.A.
Brazil
$179K -$22.6K -71 -11%
EPIMS
2458
Evelyn Partners Investment Management Services
$176K -$2.98M -3,125 -94%
SNB
2459
Security National Bank
Nebraska
$174K
MAFA
2460
MJT & Associates Financial Advisory
Minnesota
$173K
VWA
2461
VSM Wealth Advisory
Maryland
$170K
SC
2462
Stephens Consulting
Michigan
$165K +$5.42K +17 +3%
AWM
2463
Activest Wealth Management
Florida
$163K +$39.5K +124 +32%
IWM
2464
IMG Wealth Management
Florida
$162K +$6.06K +19 +4%
CIA
2465
Cape Investment Advisory
Georgia
$160K +$1.6K +5 +1%
SL
2466
Salomon & Ludwin
Virginia
$160K +$47.2K +145 +42%
CCMI
2467
Creative Capital Management Investments
California
$159K
DMBA
2468
Deseret Mutual Benefit Administrators
Utah
$155K -$47.2K -148 -23%
RFG
2469
REAP Financial Group
Texas
$149K +$91.6K +287 +159%
CB
2470
CNB Bank
Pennsylvania
$141K -$3.19K -10 -2%
CVM
2471
Cheviot Value Management
California
$141K
BHWM
2472
Bay Harbor Wealth Management
Maryland
$141K +$9.57K +30 +7%
FFL
2473
Financial Freedom LLC
Ohio
$140K
PP
2474
PrairieView Partners
Minnesota
$140K
BHWM
2475
Beaird Harris Wealth Management
Texas
$136K +$8.3K +26 +6%