AXP icon

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
DPW
2526
DiNuzzo Private Wealth
Pennsylvania
$13.7K
ETS
2527
ESL Trust Services
New York
$13.5K
LWMI
2528
Legacy Wealth Management (Idaho)
Idaho
$13.5K
CWC
2529
Carolinas Wealth Consulting
North Carolina
$13.5K
BI
2530
Binnacle Investments
Iowa
$13.2K
CWM
2531
CarsonAllaria Wealth Management
Illinois
$12.9K
MBFW
2532
Morton Brown Family Wealth
Pennsylvania
$12.9K
CWA
2533
Carolina Wealth Advisors
South Carolina
$11.8K
HCM
2534
Horrell Capital Management
Arkansas
$11.8K
YP
2535
YANKCOM Partnership
South Dakota
$11.6K
HWM
2536
HighMark Wealth Management
Minnesota
$11.5K
SHIM
2537
Stone House Investment Management
Pennsylvania
$11.4K
DCM
2538
Davis Capital Management
Florida
$10.2K
TWD
2539
True Wealth Design
Ohio
$10K
MAS
2540
MPWM Advisory Solutions
Georgia
$9.69K
LSV Asset Management
2541
LSV Asset Management
Illinois
$9K
OP
2542
ORG Partners
Indiana
$8.93K
VWA
2543
Valued Wealth Advisors
Utah
$8.91K
GIM
2544
Gold Investment Management
Alberta, Canada
$8.88K
PAM
2545
Parvin Asset Management
South Dakota
$8.88K
RTL
2546
Red Tortoise LLC
Georgia
$8.61K
T
2547
Transce3nd
Texas
$8.34K
OA
2548
Operose Advisors
Wisconsin
$8.07K
VWM
2549
Valley Wealth Managers
New Jersey
$8.07K
HHGA
2550
Halbert Hargrove Global Advisors
California
$8.07K