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American Express

2,586 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, 940 increasing their positions, 1,037 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,586
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.13%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
181
Increased
940
Reduced
1,037
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
2526
Carolinas Wealth Consulting
North Carolina
$13.5K +$1.35K +5 +11%
BI
2527
Binnacle Investments
Iowa
$13.2K +$13.2K +49 New
CWM
2528
CarsonAllaria Wealth Management
Illinois
$12.9K +$270 +1 +2%
MBFW
2529
Morton Brown Family Wealth
Pennsylvania
$12.9K +$2.15K +8 +20%
HCM
2530
Horrell Capital Management
Arkansas
$11.8K
CWA
2531
Carolina Wealth Advisors
South Carolina
$11.8K
YP
2532
YANKCOM Partnership
South Dakota
$11.6K +$11.6K +43 New
HWM
2533
HighMark Wealth Management
Minnesota
$11.5K
SHIM
2534
Stone House Investment Management
Pennsylvania
$11.4K +$11.4K +42 New
DCM
2535
Davis Capital Management
Florida
$10.2K
TWD
2536
True Wealth Design
Ohio
$10K -$20.9K -77 -68%
MAS
2537
MPWM Advisory Solutions
Georgia
$9.69K
LSV Asset Management
2538
LSV Asset Management
Illinois
$9K +$4.5K +16 +100%
OP
2539
ORG Partners
Indiana
$8.93K -$76.8K -284 -90%
VWA
2540
Valued Wealth Advisors
Utah
$8.91K -$2.97K -11 -25%
GIM
2541
Gold Investment Management
Alberta, Canada
$8.88K
PAM
2542
Parvin Asset Management
South Dakota
$8.88K +$8.88K +33 New
RTL
2543
Red Tortoise LLC
Georgia
$8.61K
T
2544
Transce3nd
Texas
$8.34K -$12.1K -45 -59%
OA
2545
Operose Advisors
Wisconsin
$8.07K
VWM
2546
Valley Wealth Managers
New Jersey
$8.07K
HHGA
2547
Halbert Hargrove Global Advisors
California
$8.07K +$538 +2 +7%
TFGT
2548
TS Financial Group (TSFG)
Illinois
$8K
KSB
2549
Kennebec Savings Bank
Maine
$7.8K -$8.34K -31 -52%
FFA
2550
Frazier Financial Advisors
Ohio
$7.53K