AXP icon

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
PFM
751
Patton Fund Management
Texas
$4.23M
VanEck Associates
752
VanEck Associates
New York
$4.23M
SSW
753
Stone Summit Wealth
Florida
$4.21M
DWM
754
Dakota Wealth Management
Florida
$4.2M
GAM
755
Gotham Asset Management
New York
$4.2M
EWM
756
Empirical Wealth Management
Washington
$4.15M
MLL
757
Moody Lynn & Lieberson
Massachusetts
$4.14M
BCM
758
Birmingham Capital Management
Alabama
$4.13M
NL
759
NVWM LLC
Pennsylvania
$4.11M
HIC
760
Hartline Investment Corp
Illinois
$4.1M
CPC
761
CFC Planning Company
Indiana
$4.1M
HIS
762
Horizon Investment Services
Indiana
$4.06M
FMWA
763
Forvis Mazars Wealth Advisors
Missouri
$4.06M
BWM
764
BNC Wealth Management
Oregon
$4.05M
MC
765
Mathes Company
New York
$4.05M
EFMC
766
Empire Financial Management Company
New York
$4.05M
AIA
767
AssuredPartners Investment Advisors
Florida
$4M
WC
768
Wynn Capital
Georgia
$3.99M
BBWA
769
Bell & Brown Wealth Advisors
California
$3.95M
BFA
770
Benedict Financial Advisors
Georgia
$3.94M
BFIM
771
Beese Fulmer Investment Management
Ohio
$3.93M
ACP
772
Aviance Capital Partners
Florida
$3.91M
S
773
SignatureFD
Georgia
$3.91M
SC
774
SouthState Corp
Florida
$3.87M
TH
775
TCTC Holdings
Texas
$3.83M