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
OC
401
Oppenheimer & Co
New York
$15.3M
PAG
402
Private Advisor Group
New Jersey
$15.2M
GIA
403
GHP Investment Advisors
Colorado
$15M
MGIA
404
Matthew Goff Investment Advisor
Texas
$14.8M
Jones Financial Companies
405
Jones Financial Companies
Missouri
$14.7M
TAM
406
Tocqueville Asset Management
New York
$14.6M
CWM
407
Calamos Wealth Management
Illinois
$14.5M
SC
408
Scotia Capital
Ontario, Canada
$14.5M
CA
409
Cullinan Associates
Kentucky
$14.5M
WIC
410
Willis Investment Counsel
Georgia
$14.4M
CAM
411
Carret Asset Management
New York
$14.4M
LTI
412
Laffer Tengler Investments
Tennessee
$14.4M
CAM
413
Cresset Asset Management
Illinois
$14.4M
AI
414
Atria Investments
North Carolina
$14.3M
JF
415
Jump Financial
Illinois
$14.3M
ETC
416
Exchange Traded Concepts
Oklahoma
$14.1M
SFA
417
Sequoia Financial Advisors
Ohio
$14M
CWM
418
Chemistry Wealth Management
New York
$14M
CWM
419
Congress Wealth Management
Massachusetts
$13.6M
NCM
420
Narwhal Capital Management
Georgia
$13.6M
PAM
421
Panagora Asset Management
Massachusetts
$13.5M
RIM
422
Rakuten Investment Management
Japan
$13.5M
SSB
423
Sandy Spring Bank
Maryland
$13.4M
ATC
424
Argent Trust Co
Tennessee
$13.4M
NLGIA
425
Nippon Life Global Investors Americas
New York
$13.3M