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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
VIA
1276
Virtus Investment Advisers
Connecticut
$1.21M
Twin Tree Management
1277
Twin Tree Management
Texas
$1.2M
PWM
1278
Proathlete Wealth Management
Florida
$1.19M
BFC
1279
Bedel Financial Consulting
Indiana
$1.19M
Koshinski Asset Management
1280
Koshinski Asset Management
Illinois
$1.19M
SAIG
1281
Semper Augustus Investments Group
Colorado
$1.19M
SRC
1282
Sage Rhino Capital
California
$1.19M
WAP
1283
Wealthcare Advisory Partners
Pennsylvania
$1.19M
OC
1284
Oakworth Capital
Alabama
$1.19M
JWCA
1285
J.W. Coons Advisors
Ohio
$1.19M
RMC
1286
Resources Management Corp
Connecticut
$1.19M
BL
1287
Balentine LLC
Georgia
$1.18M
WAM
1288
Wolverine Asset Management
Illinois
$1.18M
YIH
1289
Y-Intercept (HK)
Hong Kong
$1.18M
SAM
1290
Sompo Asset Management
Japan
$1.18M
SMA
1291
Sage Mountain Advisors
Georgia
$1.18M
SIC
1292
Salem Investment Counselors
North Carolina
$1.17M
AI
1293
Accredited Investors
Minnesota
$1.17M
RWS
1294
Resolute Wealth Strategies
Mississippi
$1.16M
MAA
1295
Mraz Amerine & Associates
California
$1.16M
FW
1296
FullCircle Wealth
Texas
$1.16M
AWA
1297
Aaron Wealth Advisors
Illinois
$1.16M
DA
1298
Doliver Advisors
Texas
$1.16M
SC
1299
Schulhoff & Co
Ohio
$1.16M
AB
1300
Atlas Brown
Kentucky
$1.15M