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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
BIAS
1226
Beacon Investment Advisory Services
New Jersey
$1.32M
WA
1227
Wealth Alliance
New York
$1.31M
APC
1228
Aspire Private Capital
North Carolina
$1.31M
GH
1229
GAM Holding
Switzerland
$1.31M
GCWM
1230
Guided Capital Wealth Management
Texas
$1.31M
WC
1231
Woodstock Corp
Massachusetts
$1.31M
BIG
1232
Brooklyn Investment Group
New York
$1.3M
SB
1233
Simmons Bank
Arkansas
$1.3M
BAM
1234
Beaumont Asset Management
Texas
$1.3M
SFA
1235
Souders Financial Advisors
Ohio
$1.3M
GWP
1236
Gen-Wealth Partners
Michigan
$1.29M
DAS
1237
Diversify Advisory Services
Utah
$1.29M
PCH
1238
PGIM Custom Harvest
New Jersey
$1.29M
A
1239
Argentarii
Ohio
$1.29M
LCM
1240
Leisure Capital Management
California
$1.28M
IP
1241
Ignite Planners
California
$1.28M
BAM
1242
Boyar Asset Management
New York
$1.28M
CFG
1243
Carr Financial Group
Massachusetts
$1.28M
MWA
1244
Muirfield Wealth Advisors
North Carolina
$1.28M
FCP
1245
Fidelis Capital Partners
Florida
$1.28M
SIA
1246
Strategic Investment Advisors
Michigan
$1.28M
KIM
1247
Kestra Investment Management
Texas
$1.28M
MDA
1248
Minot DeBlois Advisors
Massachusetts
$1.27M
MAM
1249
Mystic Asset Management
Rhode Island
$1.27M
WT
1250
Washington Trust
Rhode Island
$1.26M