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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
TI
576
Trexquant Investment
Connecticut
$7.21M
CCG
577
Chatham Capital Group
Georgia
$7.18M
CT
578
Coastline Trust
Rhode Island
$7.17M
CWP
579
Cyndeo Wealth Partners
Florida
$7.16M
RWP
580
RWA Wealth Partners
Massachusetts
$7.12M
FMTC
581
Farmers & Merchants Trust Company
California
$7.12M
ASN
582
Advisory Services Network
Georgia
$7.07M
NAAA
583
New Age Alpha Advisors
New York
$7.03M
FG
584
Foster Group
Iowa
$7.03M
NMERB
585
New Mexico Educational Retirement Board
New Mexico
$6.99M
MSRPS
586
Maryland State Retirement & Pension System
Maryland
$6.98M
RAM
587
Riggs Asset Management
Pennsylvania
$6.96M
AC
588
Allstate Corporation
Illinois
$6.96M
RIM
589
Reliant Investment Management
Tennessee
$6.92M
AAS
590
Avantax Advisory Services
Texas
$6.91M
GC
591
Guggenheim Capital
Illinois
$6.89M
ANTB
592
AMG National Trust Bank
Colorado
$6.88M
BF
593
BOK Financial
Oklahoma
$6.85M
NW
594
NewEdge Wealth
Pennsylvania
$6.84M
ADL
595
Asset Dedication LLC
California
$6.82M
HT
596
Heritage Trust
Oklahoma
$6.74M
RC
597
Roundview Capital
New Jersey
$6.61M
PWMAG
598
Pinnacle Wealth Management Advisory Group
New Jersey
$6.56M
ACM
599
Adalta Capital Management
New York
$6.56M
OBAM
600
ODDO BHF Asset Management
France
$6.56M