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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
CFM
2626
Capricorn Fund Managers
United Kingdom
OFG
2627
OmniStar Financial Group
North Carolina
LP
2628
LGL Partners
Pennsylvania
CMANY
2629
Capital Management Associates (New York)
New York
WP
2630
WMS Partners
Maryland
CFM
2631
Catalyst Funds Management
Australia
AWA
2632
Authentikos Wealth Advisory
California
BIP
2633
Blueprint Investment Partners
North Carolina
I
2634
InceptionR
California
N
2635
Numerai
California
AIS
2636
Accredited Investor Services
Minnesota
WLG
2637
Williamson Legacy Group
Indiana
CRI
2638
Colonial River Investments
Virginia
MFS
2639
Miller Financial Services
Michigan
LCM
2640
Landscape Capital Management
New Jersey
YC
2641
Yarbrough Capital
Tennessee
SPI
2642
Sutton Place Investors
New York
MIM
2643
Morningstar Investment Management
Illinois
WHCI
2644
W.H. Cornerstone Investments
Massachusetts
GCM
2645
Greenland Capital Management
New York
TAA
2646
TB Alternative Assets
Cayman Islands
SGI
2647
Summit Global Investments
Utah
NA
2648
Nottingham Advisors
New York
AIM
2649
Aigen Investment Management
New York
OCM
2650
Objective Capital Management
Ohio