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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
VIM
876
Vinva Investment Management
Australia
$2.93M
SPC
877
Sigma Planning Corp
Michigan
$2.92M
VWM
878
Venturi Wealth Management
Texas
$2.91M
GIA
879
Gladstone Institutional Advisory
Florida
$2.91M
Impax Asset Management Group
880
Impax Asset Management Group
United Kingdom
$2.9M
RG
881
Rathbones Group
United Kingdom
$2.9M
WPC
882
Wedmont Private Capital
Pennsylvania
$2.9M
MNBTD
883
Moody National Bank Trust Division
Texas
$2.9M
ST
884
Smithfield Trust
Pennsylvania
$2.9M
IA
885
IFP Advisors
Florida
$2.89M
GLR
886
Great Lakes Retirement
Ohio
$2.88M
LSA
887
L & S Advisors
California
$2.88M
V
888
ValueWorks
New York
$2.88M
PFA
889
Peak Financial Advisors
Colorado
$2.86M
PWP
890
Private Wealth Partners
California
$2.85M
PDM
891
Penn Davis McFarland
Texas
$2.85M
SW
892
Solidarity Wealth
Utah
$2.85M
VI
893
Vestcor Inc
New Brunswick, Canada
$2.84M
ACA
894
Aptus Capital Advisors
Alabama
$2.82M
SJIM
895
St. Johns Investment Management
Florida
$2.82M
QI
896
QV Investors
Alberta, Canada
$2.81M
IAS
897
Insigneo Advisory Services
Florida
$2.81M
COI
898
Connable Office Inc
Michigan
$2.8M
B
899
Bailard
California
$2.8M
SS
900
SBI Securities
Japan
$2.79M