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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
CRWM
2676
Castle Rock Wealth Management
California
AIA
2677
Angeles Investment Advisors
California
RCP
2678
Rothschild Capital Partners
New York
CP
2679
Castleview Partners
Texas
TA
2680
TrueWealth Advisors
Alabama
NWWA
2681
New Wave Wealth Advisors
Arkansas
4WM
2682
49 Wealth Management
Texas
AFA
2683
American Financial Advisors
Georgia
CJL
2684
Cyrus J. Lawrence
New York
MCA
2685
Magnolia Capital Advisors
Mississippi
LA
2686
LexAurum Advisors
Kansas
FA
2687
Fiducient Advisors
Illinois
4A
2688
4Wealth Advisors
Illinois
RPSA
2689
Richard P. Slaughter Associates
Texas
BTWM
2690
Baker Tilly Wealth Management
Wisconsin
HA
2691
Hofer & Associates
California
SPP
2692
Single Point Partners
Massachusetts
MMM
2693
Mendel Money Management
Illinois
KWA
2694
Kellett Wealth Advisors
Ohio
CGA
2695
Crescent Grove Advisors
Illinois
PVAMC
2696
PPS&V Asset Management Consultants
Michigan
WSWA
2697
Warren Street Wealth Advisors
California
WFA
2698
WestHill Financial Advisors
California
SPFA
2699
Summit Place Financial Advisors
New Jersey
ST
2700
Somerset Trust
Pennsylvania