AXP icon

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
AG
1026
AlTi Global
New York
$2.12M
SWM
1027
Spire Wealth Management
Virginia
$2.1M
OPCM
1028
Osborne Partners Capital Management
California
$2.1M
CNBTD
1029
Citizens National Bank Trust Department
Mississippi
$2.1M
NIA
1030
NBZ Investment Advisors
Tennessee
$2.09M
BHBT
1031
Burke & Herbert Bank & Trust
Virginia
$2.08M
HIC
1032
Holderness Investments Company
North Carolina
$2.08M
TFCM
1033
Taylor Frigon Capital Management
Arizona
$2.08M
SAG
1034
SageView Advisory Group
California
$2.06M
RCM
1035
RB Capital Management
Nevada
$2.05M
P
1036
Pitcairn
Pennsylvania
$2.05M
RCIM
1037
Red Cedar Investment Management
Michigan
$2.05M
RCM
1038
RMR Capital Management
California
$2.03M
LA
1039
LBP AM
France
$2.03M
HDA
1040
Harold Davidson & Associates
California
$2.03M
OFS
1041
Oldfather Financial Services
Nebraska
$2.02M
AC
1042
Arjuna Capital
North Carolina
$2.02M
BHPW
1043
Beverly Hills Private Wealth
California
$2.02M
WFC
1044
Western Financial Corp
California
$2.01M
FNT
1045
First National Trust
Pennsylvania
$2.01M
JWM
1046
Jackson Wealth Management
Florida
$2.01M
VC
1047
Veracity Capital
Georgia
$2M
CSC
1048
Caldwell Sutter Capital
California
$1.99M
SM
1049
Sciencast Management
New Jersey
$1.99M
SYBT
1050
Stock Yards Bank & Trust
Kentucky
$1.99M