AXP icon

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
HI
601
Hendershot Investments
Virginia
$6.55M
EOJOAM
602
E. Ohman J:or Asset Management
Sweden
$6.54M
CSP
603
Cary Street Partners
Virginia
$6.54M
VVP
604
Venture Visionary Partners
Ohio
$6.52M
KWM
605
Kingsview Wealth Management
Oregon
$6.51M
SCP
606
Seizert Capital Partners
Michigan
$6.51M
SF
607
Synovus Financial
Georgia
$6.51M
ABTD
608
Arvest Bank Trust Division
Oklahoma
$6.49M
AIM
609
Arcadia Investment Management
Michigan
$6.48M
JWCA
610
J.W. Cole Advisors
Florida
$6.48M
CP
611
CenterBook Partners
Connecticut
$6.44M
MCM
612
Marsico Capital Management
Colorado
$6.41M
IC
613
IEQ Capital
California
$6.39M
TCOV
614
Trust Company of Vermont
Vermont
$6.35M
SCM
615
Silvant Capital Management
Georgia
$6.34M
BBNA
616
Bremer Bank National Association
Minnesota
$6.34M
FIB
617
First Interstate Bank
Montana
$6.33M
FCH
618
Freestone Capital Holdings
Washington
$6.26M
CFSG
619
Community Financial Services Group
Vermont
$6.24M
EP
620
Edgestream Partners
New Jersey
$6.23M
IWS
621
Insight Wealth Strategies
California
$6.22M
BCM
622
Bretton Capital Management
California
$6.22M
MIH
623
Meitav Investment House
Israel
$6.2M
RC
624
RBF Capital
California
$6.19M
SAM
625
Shell Asset Management
Netherlands
$6.16M