AXP icon

American Express

2,591 hedge funds and large institutions have $159B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 182 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
2,591
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
SAM
1376
Strategy Asset Managers
California
$980K
SW
1377
SteelPeak Wealth
California
$979K
CWM
1378
Cornerstone Wealth Management
Missouri
$974K
1WA
1379
180 Wealth Advisors
Washington
$969K
SC
1380
Saybrook Capital
North Carolina
$969K
PTC
1381
Philadelphia Trust Company
Pennsylvania
$967K
OAM
1382
Oak Asset Management
California
$963K
QC
1383
Quent Capital
New York
$962K
PEA
1384
Park Edge Advisors
Ohio
$962K
WA
1385
WBH Advisory
Maryland
$960K
NWA
1386
Navis Wealth Advisors
New York
$955K
MA
1387
MJP Associates
Connecticut
$954K
IC
1388
Iconiq Capital
California
$954K
PTP
1389
Platform Technology Partners
New York
$942K
EFL
1390
ERn Financial LLC
Wisconsin
$941K
HBT
1391
Hills Bank & Trust
Iowa
$938K
ZIG
1392
Zullo Investment Group
Pennsylvania
$935K
AF
1393
Alerus Financial
North Dakota
$934K
KA
1394
Kovack Advisors
Florida
$933K
PCP
1395
Proficio Capital Partners
Massachusetts
$925K
LC
1396
Lindbrook Capital
California
$922K
DWM
1397
Defined Wealth Management
Oregon
$921K
MFG
1398
MidWestOne Financial Group
Iowa
$919K
RWM
1399
Revisor Wealth Management
Ohio
$919K
MFS
1400
Mattson Financial Services
Michigan
$914K