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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
AIM
1351
Alhambra Investment Management
Florida
$1.04M
BIM
1352
Bridges Investment Management
Nebraska
$1.03M
FC
1353
Farringdon Capital
United Kingdom
$1.03M
MIM
1354
MTM Investment Management
South Carolina
$1.03M
CA
1355
Centerpoint Advisors
Massachusetts
$1.03M
BMC
1356
Benin Management Corp
Connecticut
$1.03M
CT
1357
Colonial Trust
South Carolina
$1.03M
MWA
1358
Midland Wealth Advisors
Illinois
$1.02M
WCM
1359
Winebrenner Capital Management
Kentucky
$1.02M
FWTB
1360
First Western Trust Bank
Colorado
$1.02M
SMH
1361
Sanders Morris Harris
Texas
$1.01M
BB
1362
Burford Brothers
Texas
$1M
VCP
1363
Verus Capital Partners
Arizona
$1M
MME
1364
Meag Munich Ergo
Germany
$1M
GWA
1365
Gratus Wealth Advisors
Virginia
$999K
ARA
1366
Alexander Randolph Advisory
Virginia
$999K
SCM
1367
SKBA Capital Management
California
$997K
GCP
1368
GSA Capital Partners
United Kingdom
$995K
BAM
1369
Belpointe Asset Management
Nevada
$995K
AAS
1370
Ameritas Advisory Services
Nebraska
$989K
TCM
1371
Tang Capital Management
California
$986K
PGCM
1372
Prescott Group Capital Management
Oklahoma
$985K
Kayne Anderson Rudnick Investment Management
1373
Kayne Anderson Rudnick Investment Management
California
$985K
AWM
1374
Axxcess Wealth Management
California
$984K
GS
1375
GTS Securities
New York
$982K