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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
WPW
1301
Warther Private Wealth
Ohio
$1.15M
EIM
1302
Ervin Investment Management
Washington
$1.15M
FAFN
1303
First Affirmative Financial Network
Colorado
$1.14M
MSAM
1304
Moloney Securities Asset Management
Missouri
$1.14M
LFG
1305
Larson Financial Group
Missouri
$1.14M
MW
1306
Marcum Wealth
Ohio
$1.14M
IA
1307
IFG Advisors
Missouri
$1.14M
LWM
1308
Lyell Wealth Management
California
$1.13M
I
1309
InvesTrust
Oklahoma
$1.13M
EWA
1310
EverSource Wealth Advisors
Alabama
$1.12M
PSFG
1311
Prairie Sky Financial Group
Illinois
$1.12M
MYIA
1312
Mount Yale Investment Advisors
Colorado
$1.12M
ANB
1313
Amarillo National Bank
Texas
$1.12M
CAMG
1314
CWA Asset Management Group
Florida
$1.12M
JPWM
1315
Jamison Private Wealth Management
Georgia
$1.12M
UAS
1316
United Asset Strategies
New York
$1.11M
BDFN
1317
Bond & Devick Financial Network
Minnesota
$1.11M
LS
1318
Livforsakringsbolaget Skandia
Sweden
$1.11M
MAM
1319
Morse Asset Management
Connecticut
$1.1M
GIM
1320
Guardian Investment Management
California
$1.1M
IIM
1321
Ipswich Investment Management
Massachusetts
$1.1M
EIM
1322
Essex Investment Management
Massachusetts
$1.1M
SB
1323
Sunflower Bank
Texas
$1.09M
LCM
1324
Lazari Capital Management
California
$1.09M
MWM
1325
Meridian Wealth Management
Kentucky
$1.09M