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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
BWA
1151
Blodgett Wealth Advisors
California
$1.52M
RDWM
1152
Red Door Wealth Management
Tennessee
$1.52M
GG
1153
Greenwood Gearhart
Arkansas
$1.52M
CAL
1154
Capital Analysts LLC
Pennsylvania
$1.52M
RT
1155
Rockland Trust
Massachusetts
$1.52M
I
1156
INVST
Indiana
$1.51M
HWM
1157
Hohimer Wealth Management
Washington
$1.51M
AIC
1158
Argus Investors Counsel
New York
$1.51M
CI
1159
Cigna Investments
Connecticut
$1.5M
SP
1160
Stonebrook Private
Michigan
$1.5M
HI
1161
Harbour Investments
Wisconsin
$1.5M
KCM
1162
KRS Capital Management
Michigan
$1.5M
ICP
1163
Interchange Capital Partners
Pennsylvania
$1.49M
CAU
1164
Caxton Associates (UK)
$1.49M
NWM
1165
Northcape Wealth Management
New York
$1.49M
IA
1166
Icon Advisers
Colorado
$1.48M
CWS
1167
Cypress Wealth Services
California
$1.48M
LWANC
1168
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M
CFGA
1169
Cambridge Financial Group (Arizona)
Arizona
$1.48M
BOH
1170
Bank of Hawaii
Hawaii
$1.47M
CA
1171
Crewe Advisors
Utah
$1.47M
ABWM
1172
Alpine Bank Wealth Management
Colorado
$1.46M
SCM
1173
Sirios Capital Management
Massachusetts
$1.46M
LGA
1174
Lebenthal Global Advisors
New York
$1.45M
SA
1175
Strategic Advisors
New York
$1.45M