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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
SPIA
351
Steward Partners Investment Advisory
New York
$19.7M
HW
352
Hancock Whitney
Mississippi
$19.6M
AHB
353
Abner Herrman & Brock
New Jersey
$19.5M
PCIA
354
Prime Capital Investment Advisors
Kansas
$19.4M
Fidelity International
355
Fidelity International
Bermuda
$19.3M
TBC
356
Tweedy, Browne Co
Connecticut
$19.3M
MIM
357
Marco Investment Management
Georgia
$19.1M
Grantham, Mayo, Van Otterloo & Co (GMO)
358
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.9M
VPIM
359
Vanguard Personalized Indexing Management
California
$18.9M
NAM
360
Nissay Asset Management
Japan
$18.8M
PL
361
Parthenon LLC
Kentucky
$18.7M
GGS
362
Galvin Gaustad & Stein
Arizona
$18.7M
WT
363
Whittier Trust
California
$18.5M
CCA
364
Cobblestone Capital Advisors
New York
$18.5M
Walleye Capital
365
Walleye Capital
New York
$18.3M
MWM
366
Moran Wealth Management
Florida
$18.2M
PR
367
Payden & Rygel
California
$18.1M
AAF
368
Andra AP-fonden
Sweden
$18.1M
Wealthfront Advisers
369
Wealthfront Advisers
California
$18.1M
AMBIA
370
Allen Mooney & Barnes Investment Advisors
Georgia
$18M
CIS
371
Connors Investor Services
Pennsylvania
$17.8M
NA
372
NewEdge Advisors
Louisiana
$17.8M
USAA
373
United Services Automobile Association
Texas
$17.7M
HPIA
374
Hamilton Point Investment Advisors
North Carolina
$17.7M
GAM
375
Generali Asset Management
Italy
$17.6M