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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
PI
301
PineBridge Investments
New York
$26.6M
UCFA
302
United Capital Financial Advisors
Texas
$26.3M
Connor, Clark & Lunn Investment Management (CC&L)
303
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26.1M
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$25.7M
JLBC
305
J.L. Bainbridge & Co
Florida
$25.4M
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$25.1M
Lord, Abbett & Co
307
Lord, Abbett & Co
New Jersey
$25M
Mirae Asset Global ETFs Holdings
308
Mirae Asset Global ETFs Holdings
Hong Kong
$25M
Nomura Holdings
309
Nomura Holdings
Japan
$24.9M
CIM
310
Coleford Investment Management
Canada
$24.7M
URS
311
Utah Retirement Systems
Utah
$24.7M
UIM
312
USS Investment Management
United Kingdom
$24.7M
DIA
313
Dana Investment Advisors
Wisconsin
$24.6M
BFA
314
Bragg Financial Advisors
North Carolina
$24.5M
Lido Advisors
315
Lido Advisors
California
$24.4M
TIAA Trust, National Association
316
TIAA Trust, National Association
North Carolina
$24.2M
WF
317
Welch & Forbes
Massachusetts
$24.1M
FT
318
Fiduciary Trust
Massachusetts
$23.8M
MCM
319
MAI Capital Management
Ohio
$23.7M
PI
320
PGGM Investments
Netherlands
$23.6M
CCMT
321
CMT Capital Markets Trading
Germany
$23.5M
LCM
322
LVM Capital Management
Michigan
$23.2M
QCM
323
Quantinno Capital Management
New York
$23M
BCM
324
Brookstone Capital Management
Illinois
$22.8M
VMPIC
325
Varma Mutual Pension Insurance Co
Finland
$22.4M