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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
EGA
376
Eagle Global Advisors
Texas
$17.6M
LCAM
377
Long Corridor Asset Management
Hong Kong
$17.5M
DC
378
Davenport & Co
Virginia
$17.4M
GWM
379
GDS Wealth Management
Texas
$17.4M
MOACM
380
Mutual of America Capital Management
New York
$17.4M
TPSF
381
Texas Permanent School Fund
Texas
$17.3M
HWM
382
HB Wealth Management
Georgia
$17.1M
SJL
383
Shayne & Jacobs LLC
Tennessee
$17M
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$16.9M
PCM
385
Penserra Capital Management
California
$16.8M
OPS
386
Orion Portfolio Solutions
Nebraska
$16.8M
BCI
387
Brinker Capital Investments
Pennsylvania
$16.8M
WAS
388
Wesleyan Assurance Society
United Kingdom
$16.8M
GAG
389
GM Advisory Group
New York
$16.6M
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$16.6M
Mackenzie Financial
391
Mackenzie Financial
Ontario, Canada
$16.3M
NRS
392
Neville Rodie & Shaw
New York
$15.9M
RP
393
Rice Partnership
Hawaii
$15.8M
TIP
394
Torray Investment Partners
Maryland
$15.7M
SMFG
395
Sumitomo Mitsui Financial Group
Japan
$15.6M
ET
396
Equitable Trust
Tennessee
$15.6M
KAS
397
Kestra Advisory Services
Texas
$15.5M
PWM
398
Perigon Wealth Management
California
$15.5M
SAM
399
Silvercrest Asset Management
New York
$15.5M
PFS
400
Prospera Financial Services
Texas
$15.4M