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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
BOM
2651
Bank of Marin
California
ISFAN
2652
Investor's Fiduciary Advisor Network
Washington
IQI
2653
Integrated Quantitative Investments
Washington
TCBWMS
2654
Texas Capital Bank Wealth Management Services
Texas
CAM
2655
CenterStar Asset Management
Illinois
CIAM
2656
Caitong International Asset Management
Hong Kong
TC
2657
Taika Capital
Florida
FTUS
2658
Flow Traders U.S.
New York
LWM
2659
Lionshead Wealth Management
New York
CNTOF
2660
Canandaigua National Trust of Florida
New York
WRM
2661
Weybosset Research & Management
Rhode Island
SI
2662
Seeds Investor
New York
PIAS
2663
PCA Investment Advisory Services
Ohio
SPWM
2664
Spartan Planning & Wealth Management
North Carolina
GCM
2665
Gallacher Capital Management
Colorado
RIA
2666
Regal Investment Advisors
Michigan
CVA
2667
Central Valley Advisors
California
LJHT
2668
Laurie J. Hall Trustee
ZI
2669
ZEGA Investments
Florida
FHC
2670
First Heartland Consultants
Missouri
RWA
2671
Roberts Wealth Advisors
California
BCG
2672
Bravias Capital Group
New Jersey
CFSG
2673
Clark Financial Services Group
Missouri
LAM
2674
Longboard Asset Management
Arizona
GCM
2675
Graham Capital Management
Connecticut