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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
SAM
1001
Sawgrass Asset Management
Florida
$2.25M
LFG
1002
Lazard Frères Gestion
France
$2.25M
AM
1003
AGF Management
Ontario, Canada
$2.25M
FNBT
1004
FineMark National Bank & Trust
Florida
$2.24M
NEAM
1005
New England Asset Management
Connecticut
$2.24M
BOS
1006
Bank of Stockton
California
$2.24M
SFS
1007
Sowell Financial Services
Arkansas
$2.23M
SIAG
1008
Signet Investment Advisory Group
Rhode Island
$2.23M
BB
1009
Berkshire Bank
Massachusetts
$2.22M
WIC
1010
Woodmont Investment Counsel
Tennessee
$2.22M
CS
1011
Cannell & Spears
New York
$2.22M
SWA
1012
SOA Wealth Advisors
New York
$2.21M
ACM
1013
Accent Capital Management
Ohio
$2.2M
IAMOG
1014
Investors Asset Management of Georgia
Georgia
$2.2M
NI
1015
Natural Investments
California
$2.19M
PH
1016
Pinnacle Holdings
Oklahoma
$2.19M
BA
1017
Bridgewater Advisors
New York
$2.18M
IA
1018
IFG Advisory
Georgia
$2.18M
WWM
1019
Western Wealth Management
Colorado
$2.17M
FB
1020
Fulton Bank
Pennsylvania
$2.17M
JFG
1021
Jefferies Financial Group
New York
$2.17M
GI
1022
GAMMA Investing
California
$2.16M
RWB
1023
RMR Wealth Builders
New Jersey
$2.16M
DA
1024
Dover Advisors
Virginia
$2.15M
RIL
1025
Rothschild Investment LLC
Illinois
$2.12M