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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
GWCM
851
Godshalk Welsh Capital Management
Pennsylvania
$3.09M
AWA
852
Arkadios Wealth Advisors
Georgia
$3.09M
CNBT
853
Canandaigua National Bank & Trust
New York
$3.09M
LBC
854
Lowe Brockenbrough & Co
Virginia
$3.08M
RCAG
855
Rehmann Capital Advisory Group
Michigan
$3.08M
BPWM
856
Badgley Phelps Wealth Managers
Washington
$3.07M
RBWA
857
RFG - Bristol Wealth Advisors
Massachusetts
$3.06M
SCM
858
SCS Capital Management
Massachusetts
$3.04M
DWM
859
Diversify Wealth Management
Utah
$3.03M
WANY
860
Wealthspire Advisors (New York)
New York
$3.02M
SVWAG
861
Sound View Wealth Advisors Group
Georgia
$3.02M
FIM
862
Fruth Investment Management
Texas
$3.02M
DRS
863
Deane Retirement Strategies
Louisiana
$3.02M
KIA
864
KCM Investment Advisors
California
$3.02M
HG
865
Herbst Group
Connecticut
$3.01M
Capstone Investment Advisors
866
Capstone Investment Advisors
New York
$3.01M
GSC
867
G&S Capital
Colorado
$3M
ET
868
Entropy Technologies
New York
$2.99M
KW
869
KWB Wealth
California
$2.98M
PCS
870
Personal CFO Solutions
New Jersey
$2.98M
ALAM
871
Asahi Life Asset Management
Japan
$2.97M
GFA
872
Gifford Fong Associates
California
$2.96M
ACIM
873
Azimuth Capital Investment Management
Michigan
$2.94M
PFSC
874
Peoples Financial Services Corp
Pennsylvania
$2.94M
TBT
875
Texas Bank & Trust
Texas
$2.93M