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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
CAG
1076
Crestwood Advisors Group
Massachusetts
$1.85M
NHC
1077
Nicholas Hoffman & Company
Georgia
$1.84M
IC
1078
Inkwell Capital
Florida
$1.84M
DFCM
1079
Dark Forest Capital Management
Puerto Rico
$1.84M
TFS
1080
Thoroughbred Financial Services
Tennessee
$1.84M
BFG
1081
Beacon Financial Group
Texas
$1.82M
CCFCSB
1082
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
CIA
1083
Citadel Investment Advisory
Ohio
$1.8M
BIM
1084
Baldwin Investment Management
Pennsylvania
$1.8M
CFFP
1085
Center for Financial Planning
Michigan
$1.79M
FFM
1086
Forum Financial Management
Illinois
$1.79M
VA
1087
VestGen Advisors
Illinois
$1.78M
WIA
1088
World Investment Advisors
California
$1.78M
HA
1089
Huntleigh Advisors
Missouri
$1.78M
ECML
1090
Eagle Capital Management (Louisiana)
Louisiana
$1.76M
APW
1091
Aurora Private Wealth
New Jersey
$1.76M
FHA
1092
Flagship Harbor Advisors
Massachusetts
$1.76M
LDB
1093
Lee, Danner & Bass
Tennessee
$1.76M
ML
1094
McAdam LLC
Pennsylvania
$1.76M
HCM
1095
Hall Capital Management
Rhode Island
$1.76M
FWCM
1096
Ferguson Wellman Capital Management
Oregon
$1.76M
PTC
1097
Private Trust Company
Ohio
$1.75M
CB
1098
Cadence Bank
Mississippi
$1.75M
BWP
1099
Balboa Wealth Partners
Arizona
$1.75M
PSB
1100
Piscataqua Savings Bank
New Hampshire
$1.75M