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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
NPT
1051
Nixon Peabody Trust
Massachusetts
$1.98M
BTI
1052
Blue Trust Inc
Georgia
$1.97M
IFU
1053
iSAM Funds (UK)
United Kingdom
$1.97M
SAM
1054
Smartleaf Asset Management
Massachusetts
$1.97M
BCM
1055
Boltwood Capital Management
California
$1.96M
BA
1056
Birinyi Associates
Connecticut
$1.96M
PAM
1057
Palisade Asset Management
Minnesota
$1.96M
GIA
1058
Gateway Investment Advisers
Ohio
$1.96M
EM
1059
Excalibur Management
Massachusetts
$1.94M
IP
1060
Intellectus Partners
California
$1.93M
RMAM
1061
Raab & Moskowitz Asset Management
New Jersey
$1.93M
GAM
1062
Groupama Asset Management
France
$1.92M
TA
1063
Townsend & Associates
Colorado
$1.91M
AAM
1064
Auxier Asset Management
Oregon
$1.91M
GI
1065
GLOBALT Investments
Georgia
$1.9M
EHC
1066
Everett Harris & Co
California
$1.9M
FLPIM
1067
F.L. Putnam Investment Management
Massachusetts
$1.9M
SRL
1068
Scientech Research LLC
New Jersey
$1.89M
NS
1069
NBC Securities
Alabama
$1.89M
LFAS
1070
Level Four Advisory Services
Texas
$1.88M
CWS
1071
Confluence Wealth Services
Pennsylvania
$1.88M
CC
1072
Centiva Capital
New York
$1.87M
QIM
1073
Quantitative Investment Management
Virginia
$1.87M
DWM
1074
Dynasty Wealth Management
Florida
$1.87M
ABC
1075
Associated Banc-Corp
Wisconsin
$1.86M