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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
CCA
726
Catalyst Capital Advisors
New York
$4.47M
HTC
727
Haverford Trust Company
Pennsylvania
$4.47M
SWM
728
Salvus Wealth Management
New Jersey
$4.46M
WA
729
WP Advisors
California
$4.46M
ECM
730
Everence Capital Management
Indiana
$4.44M
BPC
731
Banque Pictet & Cie
Switzerland
$4.42M
LJCM
732
Lee Johnson Capital Management
Texas
$4.42M
SWP
733
Sagespring Wealth Partners
Tennessee
$4.38M
GHAM
734
Gilman Hill Asset Management
Connecticut
$4.36M
NRG
735
Nemes Rush Group
Michigan
$4.36M
DAS
736
Dynamic Advisor Solutions
Arizona
$4.35M
HWAM
737
Hennion & Walsh Asset Management
New Jersey
$4.34M
KRSITF
738
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.34M
IAM
739
Impact Asset Management
$4.32M
KCM
740
Kanawha Capital Management
Virginia
$4.31M
BAM
741
Brave Asset Management
New Jersey
$4.31M
TW
742
Trajan Wealth
Arizona
$4.3M
BT
743
Banque Transatlantique
France
$4.3M
VA
744
Vident Advisory
Georgia
$4.29M
KCM
745
Kerusso Capital Management
North Carolina
$4.28M
HCM
746
Hodges Capital Management
Texas
$4.27M
VFA
747
Valeo Financial Advisors
Indiana
$4.26M
MAM
748
Milestone Asset Management
Pennsylvania
$4.26M
FIA
749
Foundations Investment Advisors
Arizona
$4.24M
KAM
750
Karani Asset Management
New York
$4.24M