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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
EFS
1326
Essex Financial Services
Connecticut
$1.09M
PA
1327
Promethium Advisors
Maryland
$1.09M
RWM
1328
Riverbend Wealth Management
South Carolina
$1.09M
BWP
1329
BSW Wealth Partners
Colorado
$1.08M
SW
1330
SMART Wealth
Nebraska
$1.08M
GL
1331
Graypoint LLC
New York
$1.08M
MP
1332
Moment Partners
California
$1.08M
OCM
1333
Orleans Capital Management
Louisiana
$1.08M
UM
1334
Ulysses Management
New York
$1.08M
EAM
1335
Evanson Asset Management
California
$1.07M
EFG
1336
Everhart Financial Group
Ohio
$1.07M
EWM
1337
Evermay Wealth Management
Virginia
$1.07M
NLP
1338
Next Level Private
New York
$1.07M
FC
1339
Forte Capital
New York
$1.07M
GSWM
1340
Golden State Wealth Management
California
$1.06M
WCF
1341
West Coast Financial
California
$1.06M
EI
1342
Ellevest Inc
New York
$1.06M
BMA
1343
Brooks Moore & Associates
Tennessee
$1.06M
OW
1344
Olistico Wealth
Oklahoma
$1.05M
HDIM
1345
Hanson & Doremus Investment Management
Vermont
$1.05M
CANC
1346
Culbertson A N & Co
Virginia
$1.05M
RIA
1347
Realta Investment Advisors
Delaware
$1.05M
BAM
1348
Byrne Asset Management
New Jersey
$1.05M
HIMS
1349
Hager Investment Management Services
New Hampshire
$1.05M
TWM
1350
Trueblood Wealth Management
Ohio
$1.05M