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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
MA
1101
Mutual Advisors
Nebraska
$1.75M
3IP
1102
3Chopt Investment Partners
Virginia
$1.75M
CAG
1103
Csenge Advisory Group
Florida
$1.74M
DFG
1104
Delta Financial Group
New Jersey
$1.74M
Optiver Holding
1105
Optiver Holding
Netherlands
$1.74M
TFP
1106
Tilia Fiduciary Partners
North Carolina
$1.73M
PI
1107
PFG Investments
New York
$1.73M
TAM
1108
Trust Asset Management
Texas
$1.73M
DWP
1109
Daymark Wealth Partners
Ohio
$1.73M
SCI
1110
S&CO Inc
Massachusetts
$1.72M
PGWM
1111
Parisi Gray Wealth Management
New Jersey
$1.71M
CCA
1112
Checchi Capital Advisers
California
$1.7M
OFS
1113
OneAscent Financial Services
Alabama
$1.69M
BZWA
1114
Blue Zone Wealth Advisors
California
$1.69M
SP
1115
Stablepoint Partners
Massachusetts
$1.68M
AC
1116
Avestar Capital
New York
$1.68M
CIS
1117
Capital International Sarl
California
$1.68M
AA
1118
ALPS Advisors
Colorado
$1.67M
AWC
1119
Abundance Wealth Counselors
Pennsylvania
$1.67M
BMCM
1120
Bryn Mawr Capital Management
Pennsylvania
$1.66M
BB
1121
Busey Bank
Illinois
$1.66M
GBT
1122
Grove Bank & Trust
Florida
$1.65M
DI
1123
Diligent Investors
California
$1.65M
MIA
1124
MainStreet Investment Advisors
Illinois
$1.64M
OWP
1125
Obermeyer Wealth Partners
Colorado
$1.64M