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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
CT
651
Chicago Trust
Illinois
$5.81M
MAM
652
Mirabaud Asset Management
United Kingdom
$5.8M
A
653
AustralianSuper
Australia
$5.78M
NGA
654
Naples Global Advisors
Florida
$5.77M
CIM
655
Chapman Investment Management
California
$5.77M
GT
656
Greenleaf Trust
Michigan
$5.76M
BCV
657
Banque Cantonale Vaudoise
Switzerland
$5.75M
EH
658
Equitable Holdings
New York
$5.74M
FG
659
Fiduciary Group
Georgia
$5.74M
MFG
660
Merit Financial Group
Georgia
$5.6M
PIM
661
Plato Investment Management
Australia
$5.53M
NG
662
Northstar Group
New York
$5.53M
KSWA
663
Kathleen S. Wright Associates
Pennsylvania
$5.53M
FSA
664
Fort Sheridan Advisors
Illinois
$5.5M
EF
665
Empirical Finance
Pennsylvania
$5.49M
NEI
666
Northwest & Ethical Investments
Ontario, Canada
$5.47M
SPS
667
Susquehanna Portfolio Strategies
Pennsylvania
$5.43M
SI
668
Stephens Inc
Arkansas
$5.43M
GPTE
669
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.41M
BAM
670
Bell Asset Management
Australia
$5.38M
CC
671
Courier Capital
New York
$5.38M
MAM
672
Meeder Asset Management
Ohio
$5.31M
TA
673
TKG Advisors
Indiana
$5.3M
LG
674
LaFleur & Godfrey
Michigan
$5.29M
CII
675
Capital International Inc
California
$5.25M