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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
ALMGDA
626
AG2R La Mondiale Gestion d'Actifs
France
$6.15M
SCP
627
Sandhill Capital Partners
New York
$6.14M
WIS
628
Wright Investors Service
Connecticut
$6.14M
WS
629
Wedbush Securities
California
$6.12M
WCM
630
Wisconsin Capital Management
Wisconsin
$6.11M
MA
631
Montag & Associates
Georgia
$6.11M
UB
632
UMB Bank
Missouri
$6.08M
CL
633
Choreo LLC
Illinois
$6.06M
CFG
634
Citizens Financial Group
Rhode Island
$6.03M
OAC
635
OMERS Administration Corp
Ontario, Canada
$6.03M
HCM
636
Hutner Capital Management
Vermont
$6M
FNFDCM
637
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.98M
FM
638
Family Management
New York
$5.97M
SG Americas Securities
639
SG Americas Securities
New York
$5.96M
SFI
640
Siemens Fonds Invest
Germany
$5.96M
Holocene Advisors
641
Holocene Advisors
New York
$5.95M
CGI
642
Comgest Global Investors
France
$5.95M
AC
643
AlpenGlobal Capital
California
$5.94M
GIM
644
Grassi Investment Management
California
$5.93M
GWM
645
Geneos Wealth Management
Colorado
$5.93M
LCAM
646
London & Capital Asset Management
United Kingdom
$5.9M
CCM
647
Condor Capital Management
New Jersey
$5.86M
FMI
648
F/M Investments
District of Columbia
$5.86M
CG
649
Caprock Group
Idaho
$5.81M
CIA
650
Concurrent Investment Advisors
Florida
$5.81M