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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
LAM
701
L2 Asset Management
Massachusetts
$4.85M
CA
702
Callahan Advisors
Texas
$4.8M
OIA
703
OneDigital Investment Advisors
Kansas
$4.75M
NMIMC
704
Northwestern Mutual Investment Management Company
Wisconsin
$4.75M
LGF
705
LGT Group Foundation
Liechtenstein
$4.73M
MCB
706
Morton Community Bank
Illinois
$4.73M
NP
707
NorthRock Partners
Minnesota
$4.68M
JSW
708
Journey Strategic Wealth
New Jersey
$4.68M
NB
709
NBT Bank
New York
$4.67M
JCM
710
Jag Capital Management
Missouri
$4.65M
ECM
711
Elgethun Capital Management
South Dakota
$4.65M
SCA
712
Snowden Capital Advisors
New York
$4.65M
BG
713
BDF Gestion
France
$4.65M
GL
714
GHE LLC
Tennessee
$4.62M
PS
715
Principal Securities
Iowa
$4.61M
TMAM
716
Tokio Marine Asset Management
Japan
$4.6M
PTCG
717
Pring Turner Capital Group
California
$4.56M
TRCT
718
Tower Research Capital (TRC)
New York
$4.55M
IWA
719
IBEX Wealth Advisors
New Jersey
$4.53M
GT
720
Glenview Trust
Kentucky
$4.53M
RCA
721
Resonant Capital Advisors
Wisconsin
$4.52M
PNC
722
Park National Corp
Ohio
$4.5M
AWM
723
Apollon Wealth Management
South Carolina
$4.49M
CCM
724
Cullen Capital Management
New York
$4.48M
BFA
725
Bill Few Associates
Pennsylvania
$4.48M