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American Express

2,589 hedge funds and large institutions have $159B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 942 increasing their positions, 1,038 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 942 | Existing positions reduced: 1,038

11% less capital invested

Capital invested by funds: $178B → $159B (-$19.7B)

31% less funds holding in top 10

Funds holding in top 10: 11479 (-35)

Holders
2,589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.84B
Puts
$2B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2476
Loomis, Sayles & Company
Massachusetts
$46K
RTC
2477
Riverview Trust Company
Washington
$45.5K
AWM
2478
Abound Wealth Management
Tennessee
$45.4K
FCG
2479
Financial Connections Group
California
$44K
TCM
2480
TruNorth Capital Management
Michigan
$43.6K
GA
2481
GoalVest Advisory
New York
$43K
RWM
2482
Rialto Wealth Management
New York
$43K
TCM
2483
Tradewinds Capital Management
Washington
$42.5K
AF
2484
Abound Financial
California
$41.2K
PP
2485
PFS Partners
New Jersey
$41.2K
DF
2486
Dunhill Financial
United Kingdom
$41.1K
MSG
2487
Main Street Group
Virginia
$40.5K
WAOTB
2488
Wealth Advisors of Tampa Bay
Florida
$40.4K
IWP
2489
IAG Wealth Partners
Wisconsin
$40.4K
IRAG
2490
Investment Research & Advisory Group
Georgia
$40.1K
SO
2491
Sierra Ocean
California
$39.1K
1NWS
2492
1 North Wealth Services
Maryland
$37.1K
CW
2493
Curio Wealth
Maryland
$37.1K
WAM
2494
WFA Asset Management
Wisconsin
$36.7K
NA
2495
Nordwand Advisors
Pennsylvania
$36.3K
CH
2496
Canton Hathaway
Rhode Island
$35K
HFS
2497
Hughes Financial Services
Virginia
$34.6K
WOC
2498
West Oak Capital
California
$34.6K
VWWMG
2499
Vermillion & White Wealth Management Group
Pennsylvania
$34.5K
RJA
2500
Ross\Johnson & Associates
Minnesota
$33.6K