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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
JSSH
951
J. Safra Sarasin Holding
$2.54M
AA
952
Argent Advisors
Louisiana
$2.53M
QI
953
Qtron Investments
Massachusetts
$2.52M
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$2.51M
BIA
955
Beacon Investment Advisors
Maryland
$2.51M
MC
956
Moors & Cabot
Massachusetts
$2.51M
FWA
957
FOCUS Wealth Advisors
Texas
$2.5M
IWM
958
IHT Wealth Management
Illinois
$2.5M
PI
959
Pettee Investors
Connecticut
$2.49M
VWM
960
Vivid Wealth Management
Iowa
$2.48M
SCM
961
Sterling Capital Management
North Carolina
$2.48M
GC
962
Guardian Capital
Ontario, Canada
$2.47M
ACL
963
Applied Capital LLC
Florida
$2.47M
MYLI
964
Meiji Yasuda Life Insurance
Japan
$2.47M
AIM
965
Anchor Investment Management
South Carolina
$2.46M
Parallax Volatility Advisers
966
Parallax Volatility Advisers
California
$2.46M
BCM
967
Bridgeway Capital Management
Texas
$2.45M
MCM
968
Mengis Capital Management
Oregon
$2.44M
IA
969
IFC Advisors
California
$2.43M
PA
970
Procyon Advisors
Connecticut
$2.43M
PWP
971
Principle Wealth Partners
Connecticut
$2.43M
BIA
972
Bigelow Investment Advisors
Maine
$2.42M
BAM
973
Berkshire Asset Management
Pennsylvania
$2.42M
BO
974
Bank OZK
Arkansas
$2.41M
SWMG
975
Signature Wealth Management Group
Georgia
$2.39M