AXP icon

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
OBGC
2701
O'Brien Greene & Co
Pennsylvania
AWP
2702
Ascent Wealth Partners
New York
CP
2703
Capital Planning
Washington
BMCM
2704
Burns Matteson Capital Management
New York
FWI
2705
Facet Wealth Inc
Maryland
DWM
2706
DecisionMap Wealth Management
Virginia
HF
2707
Holcombe Financial
Georgia
BWP
2708
BlueStem Wealth Partners
Minnesota
FOR
2709
Family Office Research
Maryland
SFFS
2710
Stonehage Fleming Financial Services
Jersey
NPA
2711
Nichols & Pratt Advisers
Massachusetts
HKAM
2712
Horizon Kinetics Asset Management
New York
PHWM
2713
Pine Harbor Wealth Management
Maryland
PCM
2714
Pointe Capital Management
Michigan
SCM
2715
Sebold Capital Management
Illinois
VW
2716
Vance Wealth
California
GCA
2717
Gradient Capital Advisors
California
WHC
2718
Wulff, Hansen & Co
California
TWA
2719
Talisman Wealth Advisors
New Jersey
EWM
2720
Elmwood Wealth Management
California
HFS
2721
Hoge Financial Services
Pennsylvania
VHAM
2722
Van Hulzen Asset Management
California
VPI
2723
Value Partners Investments
Manitoba, Canada
SC
2724
Stance Capital
Massachusetts
KBFS
2725
Kohmann Bosshard Financial Services
Ohio