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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
AIC
2501
Archer Investment Corporation
Indiana
$33.5K
DFA
2502
DHJJ Financial Advisors
Illinois
$31.2K
MMCM
2503
Murphy & Mullick Capital Management
New York
$29.6K
MWM
2504
MorganRosel Wealth Management
Colorado
$28.8K
CWM
2505
Cranbrook Wealth Management
Michigan
$28.3K
GFL
2506
Granite FO LLC
New Hampshire
$28K
ACA
2507
American Capital Advisory
Idaho
$27.1K
SCA
2508
Stuart Chaussee & Associates
California
$26.9K
AWM
2509
Atticus Wealth Management
Florida
$26.9K
IMC
2510
Investment Management Corporation
Virginia
$26.1K
STB
2511
S&T Bank
Pennsylvania
$24.5K
RWM
2512
Ruedi Wealth Management
Illinois
$24.2K
SG
2513
Strid Group
Pennsylvania
$24.2K
AFG
2514
Albion Financial Group
Utah
$23.9K
MSWM
2515
Mowery & Schoenfeld Wealth Management
Illinois
$23.7K
ECM
2516
Estabrook Capital Management
New York
$19.9K
PMIM
2517
Prudent Man Investment Management
Colorado
$19K
PPC
2518
Park Place Capital
Alabama
$18.6K
BFPW
2519
BOK Financial Private Wealth
Colorado
$17.8K
ACM
2520
Anfield Capital Management
California
$16.9K
SIC
2521
SJS Investment Consulting
Ohio
$16.7K
RL
2522
Rogco LP
Oklahoma
$16.1K
GCGDR
2523
Geo Capital Gestora de Recursos
Brazil
$16K
HC
2524
Hurley Capital
New York
$15.3K
PP
2525
Pacifica Partners
Canada
$14.6K