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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
MG
1126
Mather Group
Illinois
$1.63M
CWM
1127
Chesapeake Wealth Management
Virginia
$1.62M
WC
1128
Weil Company
California
$1.62M
MPWS
1129
McCarter Private Wealth Services
Massachusetts
$1.62M
FCBT
1130
First Citizens Bank & Trust
North Carolina
$1.62M
LCG
1131
Lakeshore Capital Group
Illinois
$1.62M
FCG
1132
Fielder Capital Group
Tennessee
$1.62M
YIA
1133
YHB Investment Advisors
Connecticut
$1.61M
WTA
1134
Washington Trust Advisors
Massachusetts
$1.6M
RA
1135
Ransom Advisory
Rhode Island
$1.6M
FPCP
1136
Fort Point Capital Partners
California
$1.59M
GM
1137
GeoWealth Management
Illinois
$1.59M
ONB
1138
Old National Bancorp
Indiana
$1.59M
SC
1139
Syon Capital
California
$1.59M
IA
1140
Insight Advisors
Pennsylvania
$1.58M
LIM
1141
Leavell Investment Management
Alabama
$1.58M
HWP
1142
Highline Wealth Partners
California
$1.57M
FCI
1143
Financial Counselors Inc
Kansas
$1.57M
AO
1144
Advisor OS
Illinois
$1.56M
HCM
1145
Highview Capital Management
Illinois
$1.55M
CI
1146
Conning Inc
Connecticut
$1.55M
CB
1147
Community Bank
New York
$1.54M
MCM
1148
Manchester Capital Management
Vermont
$1.54M
CP
1149
Canopy Partners
Ohio
$1.53M
TPW
1150
Transatlantique Private Wealth
New York
$1.53M