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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
BCM
801
Buckhead Capital Management
Georgia
$3.53M
TIAAOA
802
Teachers Insurance & Annuity Association of America
New York
$3.52M
GSB
803
Greenfield Savings Bank
Massachusetts
$3.52M
CW
804
CreativeOne Wealth
Kansas
$3.48M
SIG
805
Sargent Investment Group
Maryland
$3.47M
TBA
806
Tower Bridge Advisors
Pennsylvania
$3.47M
CA
807
CoreCap Advisors
Michigan
$3.47M
BBA
808
BLB&B Advisors
Pennsylvania
$3.47M
SWA
809
Strata Wealth Advisors
Texas
$3.46M
AWM
810
AE Wealth Management
Kansas
$3.45M
CWI
811
Conscious Wealth Investments
Florida
$3.44M
PA
812
Parallel Advisors
California
$3.44M
IAM
813
Infusive Asset Management
New York
$3.43M
GWMIA
814
Global Wealth Management Investment Advisory
Florida
$3.4M
CFO
815
Callan Family Office
Pennsylvania
$3.39M
FTWA
816
Fifth Third Wealth Advisors
Ohio
$3.37M
JCM
817
Jacobi Capital Management
Pennsylvania
$3.37M
BFG
818
Bleakley Financial Group
New Jersey
$3.36M
CCG
819
Ceeto Capital Group
Florida
$3.35M
FRA
820
Frank Rimerman Advisors
California
$3.32M
SIA
821
Schechter Investment Advisors
Michigan
$3.28M
MPPLM
822
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.28M
PA
823
Profund Advisors
Maryland
$3.28M
EF
824
Empowered Funds
Pennsylvania
$3.27M
BJL
825
Brighton Jones LLC
Washington
$3.26M