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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
NSIM
1251
North Star Investment Management
Illinois
$1.26M
PPWP
1252
Premier Path Wealth Partners
New Jersey
$1.26M
BWM
1253
BigSur Wealth Management
Florida
$1.25M
MFG
1254
Magnus Financial Group
New York
$1.25M
PK
1255
Pflug Koory
Nebraska
$1.25M
TWA
1256
TCI Wealth Advisors
Arizona
$1.25M
AL
1257
Aspiriant LLC
California
$1.25M
PIM
1258
Profit Investment Management
Maryland
$1.24M
WSC
1259
Wellington Shields & Co
New York
$1.24M
PL
1260
Plancorp LLC
Missouri
$1.24M
TPI
1261
Trust Point Inc
Wisconsin
$1.24M
BCM
1262
Barden Capital Management
Texas
$1.24M
SI
1263
Saxon Interests
Texas
$1.24M
SL
1264
Sentry LLC
Tennessee
$1.24M
ACM
1265
Advisors Capital Management
New Jersey
$1.23M
TPWM
1266
Twelve Points Wealth Management
Massachusetts
$1.23M
AFG
1267
Allegheny Financial Group
Pennsylvania
$1.23M
TCM
1268
Tufton Capital Management
Maryland
$1.23M
LWL
1269
Leo Wealth LLC
Texas
$1.23M
EPIM
1270
Evelyn Partners Investment Management
$1.21M
ANBT
1271
American National Bank & Trust
Texas
$1.21M
GITFIT
1272
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M
Marshall Wace
1273
Marshall Wace
United Kingdom
$1.21M
LRPA
1274
L. Roy Papp & Associates
Arizona
$1.21M
FCAS
1275
First Command Advisory Services
Texas
$1.21M