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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
TAM
776
Taurus Asset Management
New York
$3.82M
GIM
777
Goelzer Investment Management
Indiana
$3.81M
LTAS
778
Linden Thomas Advisory Services
North Carolina
$3.81M
CPBTD
779
Central Pacific Bank - Trust Division
Hawaii
$3.8M
BFA
780
Brendel Financial Advisors
New Hampshire
$3.77M
TFA
781
Teamwork Financial Advisors
Texas
$3.75M
EWM
782
Evercore Wealth Management
New York
$3.72M
AWM
783
Avior Wealth Management
Nebraska
$3.72M
TPCW
784
TD Private Client Wealth
New York
$3.72M
CCM
785
Coldstream Capital Management
Washington
$3.71M
MAS
786
Meeder Advisory Services
Ohio
$3.71M
GRQ
787
Gardner Russo & Quinn
Pennsylvania
$3.67M
CC
788
Chicago Capital
Illinois
$3.67M
JAG
789
Journey Advisory Group
Kentucky
$3.66M
CWM
790
Compass Wealth Management
Connecticut
$3.65M
OAM
791
Oppenheimer Asset Management
New York
$3.65M
OC
792
Optimas Capital
Hong Kong
$3.63M
AWA
793
Arete Wealth Advisors
Illinois
$3.61M
FA
794
Fiduciary Alliance
South Carolina
$3.6M
GD
795
Grandfield & Dodd
New York
$3.6M
SSWM
796
Smith Salley Wealth Management
North Carolina
$3.59M
CC
797
Constitution Capital
Connecticut
$3.58M
GPFA
798
Game Plan Financial Advisors
Ohio
$3.58M
BFO
799
Boston Family Office
Massachusetts
$3.55M
RBA
800
Richard Bernstein Advisors
New York
$3.54M