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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
FPF
2576
First Pacific Financial
Washington
$2.15K
OIA
2577
Optimum Investment Advisors
Illinois
$2.15K
PWM
2578
Parkworth Wealth Management
California
$1.88K
BFS
2579
Bare Financial Services
Pennsylvania
$1.88K
RWA
2580
Redmont Wealth Advisors
Illinois
$1.88K
NWMP
2581
Noble Wealth Management PBC
Colorado
$1.61K
PWA
2582
Principia Wealth Advisory
Texas
$1.57K
HC
2583
Hara Capital
Washington
$1.34K
BGWM
2584
Bridge Generations Wealth Management
Florida
$1.08K
HIA
2585
HFM Investment Advisors
New Jersey
$1.08K
DWM
2586
Dogwood Wealth Management
Kansas
$1.08K
PCTC
2587
Perkins Coie Trust Company
Washington
$1.08K
TFA
2588
Transamerica Financial Advisors
Florida
$1K
CFP
2589
Comprehensive Financial Planning
Pennsylvania
$269
IWM
2590
Inlight Wealth Management
Georgia
$269
Norges Bank
2591
Norges Bank
Norway
BGIM
2592
Brandywine Global Investment Management
Pennsylvania
WRBC
2593
W.R. Berkley Corp
Connecticut
Wolverine Trading
2594
Wolverine Trading
Illinois
CCP
2595
Clifford Capital Partners
Utah
AFA
2596
Abacus FCF Advisors
Florida
CLGM
2597
Capitolis Liquid Global Markets
New York
LOAME
2598
Lombard Odier Asset Management (Europe)
United Kingdom
DF
2599
DNCA Finance
France
LF
2600
Longbow Finance
Switzerland