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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
WCM
1201
Weik Capital Management
Pennsylvania
$1.38M
SFS
1202
Solitude Financial Services
Virginia
$1.38M
PC
1203
Pecaut & Co
Iowa
$1.38M
CGL
1204
Clarius Group LLC
Washington
$1.37M
FP
1205
Factorial Partners
New York
$1.37M
PP
1206
Patten & Patten
Tennessee
$1.37M
WA
1207
WealthTrust Axiom
Pennsylvania
$1.37M
BI
1208
Bradyco Inc
Massachusetts
$1.37M
CPG
1209
Cornerstone Planning Group
New Jersey
$1.36M
SAW
1210
Signal Advisors Wealth
Michigan
$1.35M
HIA
1211
Harbor Investment Advisory
Maryland
$1.35M
GW
1212
Griffith & Werner
Georgia
$1.35M
PA
1213
PFG Advisors
Arizona
$1.35M
CIC
1214
Carnegie Investment Counsel
Ohio
$1.35M
SOAMC
1215
Spirit of America Management Corp
New York
$1.35M
AI
1216
AXS Investments
New York
$1.34M
CAM
1217
Cozad Asset Management
Illinois
$1.34M
GC
1218
Garde Capital
Washington
$1.34M
FIBT
1219
First International Bank & Trust
North Dakota
$1.34M
KLCM
1220
KG&L Capital Management
Louisiana
$1.33M
WB
1221
WesBanco Bank
West Virginia
$1.33M
MWM
1222
Modern Wealth Management
Kansas
$1.32M
LCS
1223
Levin Capital Strategies
New York
$1.32M
WBC
1224
Westpac Banking Corp
Australia
$1.32M
OFS
1225
Orrstown Financial Services
Pennsylvania
$1.32M