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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
CA
551
Commerzbank Aktiengesellschaft
Germany
$8.04M
LSERS
552
Louisiana State Employees Retirement System
Louisiana
$8.02M
PBC
553
Pavion Blue Capital
California
$8M
IG
554
ING Group
Netherlands
$7.95M
SF
555
Summit Financial
New Jersey
$7.94M
SAM
556
Securian Asset Management
Minnesota
$7.93M
BFGL
557
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$7.86M
BIP
558
Bouvel Investment Partners
Pennsylvania
$7.84M
BEI
559
Benjamin Edwards Inc
Missouri
$7.76M
RGC
560
Redwood Grove Capital
California
$7.71M
EWA
561
EP Wealth Advisors
California
$7.64M
PAS
562
Park Avenue Securities
New York
$7.53M
Hudson Bay Capital Management
563
Hudson Bay Capital Management
Connecticut
$7.52M
MWA
564
MFA Wealth Advisors
Pennsylvania
$7.49M
BA
565
Bridgewater Associates
Connecticut
$7.48M
Jacobs Levy Equity Management
566
Jacobs Levy Equity Management
New Jersey
$7.46M
BPC
567
Bearing Point Capital
Minnesota
$7.46M
JEST
568
JTC Employer Solutions Trustee
Jersey
$7.4M
Assenagon Asset Management
569
Assenagon Asset Management
Luxembourg
$7.38M
AUB
570
Atlantic Union Bankshares
Virginia
$7.37M
MOS
571
MGO One Seven
Ohio
$7.34M
Bessemer Group
572
Bessemer Group
New Jersey
$7.26M
BWAM
573
Boyd Watterson Asset Management
Ohio
$7.25M
GP
574
Guardian Partners
Canada
$7.24M
CTC
575
Central Trust Company
Missouri
$7.24M