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American Express

2,590 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, 943 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: 943 | 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
2,590
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
BBHC
476
Brown Brothers Harriman & Co
New York
$10.8M
IAA
477
Independent Advisor Alliance
North Carolina
$10.8M
GC
478
Grimes & Company
Massachusetts
$10.8M
SMI
479
Shelter Mutual Insurance
Missouri
$10.7M
IMRF
480
Illinois Municipal Retirement Fund
Illinois
$10.7M
NB
481
Norinchukin Bank
Japan
$10.6M
NIM
482
NEOS Investment Management
Connecticut
$10.6M
CI
483
CX Institutional
Indiana
$10.6M
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$10.6M
AWS
485
Atria Wealth Solutions
New York
$10.6M
MKA
486
M. Kulyk & Associates
Georgia
$10.6M
RCM
487
Radnor Capital Management
Pennsylvania
$10.5M
SIM
488
Stratos Investment Management
Ohio
$10.4M
IEFM
489
IQ EQ Fund Management
Ireland
$10.4M
IIC
490
Ironwood Investment Counsel
Arizona
$10.4M
SAM
491
Stansberry Asset Management
Texas
$10.3M
N
492
Natixis
France
$10.3M
P
493
&Partners
Tennessee
$10.3M
DILIC
494
Dai-ichi Life Insurance Company
Japan
$10.2M
KRS
495
Kentucky Retirement Systems
Kentucky
$10.2M
WTC
496
WhitTier Trust Company
Nevada
$10M
BCPWM
497
Bradley & Co Private Wealth Management
Florida
$10M
FCT
498
Family Capital Trust
Massachusetts
$9.96M
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$9.92M
NAS
500
NWF Advisory Services
California
$9.9M