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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
TFGT
2551
TS Financial Group (TSFG)
Illinois
$8K
KSB
2552
Kennebec Savings Bank
Maine
$7.8K
FFA
2553
Frazier Financial Advisors
Ohio
$7.53K
AF
2554
Aviso Financial
Ontario, Canada
$7.26K
FUBT
2555
First United Bank & Trust
Maryland
$6.73K
AP
2556
Atwood & Palmer
Missouri
$6.46K
PCM
2557
Perritt Capital Management
Illinois
$6.46K
LIA
2558
Luken Investment Analytics
Tennessee
$5.92K
YAL
2559
Your Advocates Ltd
Texas
$5.41K
IA
2560
IFS Advisors
Kansas
$5.38K
CIAS
2561
CBIZ Investment Advisory Services
Ohio
$5.38K
WCM
2562
WealthTrak Capital Management
Virginia
$5.11K
WW
2563
Winnow Wealth
Texas
$4.89K
RPA
2564
Redwood Park Advisors
California
$4.84K
CWM
2565
Crowley Wealth Management
Delaware
$4.3K
WA
2566
WestEnd Advisors
North Carolina
$4.3K
BMC
2567
Bear Mountain Capital
Washington
$4.28K
RBC
2568
Roble Belko & Company
Pennsylvania
$4K
PS
2569
PayPay Securities
Japan
$3.59K
KWM
2570
Kiker Wealth Management
Georgia
$3.5K
PA
2571
Pineridge Advisors
Missouri
$2.96K
DI
2572
DAGCO Inc
Ohio
$2.96K
WAS
2573
Winch Advisory Services
Wisconsin
$2.78K
AP
2574
Aspect Partners
Virginia
$2.42K
JFG
2575
JDM Financial Group
Texas
$2.42K