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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
AR
1176
Advisory Research
Illinois
$1.45M
LKIM
1177
Lawson Kroeker Investment Management
Nebraska
$1.44M
WAC
1178
William Allan Corp
Colorado
$1.43M
LA
1179
Legacy Advisors
Pennsylvania
$1.43M
LNB
1180
Ledyard National Bank
$1.43M
USGIU
1181
U.S. Global Investors (USGI)
Texas
$1.43M
SFO
1182
Stokes Family Office
Louisiana
$1.43M
MFG
1183
Monte Financial Group
Connecticut
$1.42M
AIP
1184
Ameritas Investment Partners
Nebraska
$1.42M
PPWM
1185
Paragon Private Wealth Management
Kentucky
$1.42M
ST
1186
Spinnaker Trust
Maine
$1.42M
LWCFA
1187
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M
RAM
1188
Ramirez Asset Management
New York
$1.4M
SAM
1189
S.A. Mason
Michigan
$1.4M
SC
1190
Sapient Capital
Indiana
$1.4M
NG
1191
Norden Group
Utah
$1.4M
VRM
1192
Vectors Research Management
New York
$1.4M
BAAM
1193
Baker Avenue Asset Management
California
$1.4M
SWA
1194
Stratos Wealth Advisors
Ohio
$1.39M
DM
1195
Delphi Management
Massachusetts
$1.39M
MIA
1196
MeadowBrook Investment Advisors
Michigan
$1.39M
FFN
1197
Focus Financial Network
Minnesota
$1.39M
FDS
1198
First Dallas Securities
Texas
$1.39M
AFG
1199
Atomi Financial Group
New York
$1.39M
CPIG
1200
Chicago Partners Investment Group
Illinois
$1.38M