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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
KC
926
Knuff & Co
California
$2.65M
BFA
927
Buttonwood Financial Advisors
Maryland
$2.65M
PT
928
Plimoth Trust
Massachusetts
$2.64M
MSA
929
MUFG Securities Americas
New York
$2.64M
QT
930
Quantbot Technologies
New York
$2.64M
IPW
931
Inlet Private Wealth
Florida
$2.64M
XWM
932
Xcel Wealth Management
Florida
$2.63M
Jennison Associates
933
Jennison Associates
New York
$2.62M
PGAM
934
Princeton Global Asset Management
New Jersey
$2.62M
TC
935
TAGStone Capital
North Carolina
$2.61M
PFBT
936
Parkside Financial Bank & Trust
Missouri
$2.61M
MMPW
937
Mitchell McLeod Pugh & Williams
Alabama
$2.61M
NAM
938
NTV Asset Management
West Virginia
$2.6M
AG
939
AIA Group
Hong Kong
$2.58M
IFWM
940
Institute for Wealth Management
Colorado
$2.58M
FFA
941
Farther Finance Advisors
California
$2.58M
EW
942
Evoke Wealth
California
$2.57M
FSA
943
Financial Security Advisor
Virginia
$2.56M
RWM
944
Ritholtz Wealth Management
New York
$2.56M
ECM
945
Evergreen Capital Management
Washington
$2.56M
PWM
946
Parkshore Wealth Management
California
$2.55M
FCM
947
Fire Capital Management
California
$2.55M
MHIC
948
Marble Harbor Investment Counsel
Massachusetts
$2.55M
AP
949
Americana Partners
Texas
$2.54M
HH
950
Hilltop Holdings
Texas
$2.54M