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American Express

2,589 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, 942 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: 942 | 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
2,589
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
First Trust Advisors
51
First Trust Advisors
Illinois
$350M
SCM
52
Smead Capital Management
Arizona
$330M
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$305M
National Pension Service
54
National Pension Service
South Korea
$299M
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$298M
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$291M
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$287M
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$284M
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$283M
Raymond James Financial
60
Raymond James Financial
Florida
$278M
Citigroup
61
Citigroup
New York
$272M
Corient Private Wealth
62
Corient Private Wealth
Florida
$253M
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$249M
American Century Companies
64
American Century Companies
Missouri
$238M
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$235M
SGA
66
Sustainable Growth Advisers
Connecticut
$223M
TAM
67
Timucuan Asset Management
Florida
$218M
Aberdeen Group
68
Aberdeen Group
United Kingdom
$209M
WIM
69
Waverton Investment Management
United Kingdom
$208M
LPL Financial
70
LPL Financial
California
$192M
EIP
71
Epoch Investment Partners
New York
$188M
Korea Investment Corp
72
Korea Investment Corp
South Korea
$186M
William Blair & Company
73
William Blair & Company
Illinois
$186M
Principal Financial Group
74
Principal Financial Group
Iowa
$183M
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$183M