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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
CA
1426
Continuum Advisory
Idaho
$878K
CTC
1427
Cetera Trust Company
Minnesota
$877K
HFM
1428
Hartford Financial Management
Connecticut
$877K
BG
1429
Bahl & Gaynor
Ohio
$877K
SAI
1430
Savvy Advisors Inc
New York
$876K
UCB
1431
United Community Bank
South Carolina
$875K
VV
1432
Verity & Verity
South Carolina
$872K
IAIM
1433
International Assets Investment Management
Florida
$871K
EW
1434
Elyxium Wealth
California
$871K
PWG
1435
Portside Wealth Group
Utah
$868K
LJAC
1436
L.J. Altfest & Co
New York
$866K
PP
1437
PDS Planning
Ohio
$865K
CHP
1438
Cable Hill Partners
Oregon
$865K
RMCM
1439
Reynders McVeigh Capital Management
Massachusetts
$865K
SWIG
1440
Strategic Wealth Investment Group
Kentucky
$863K
SWM
1441
SeaCrest Wealth Management
New York
$862K
MAA
1442
Matrix Asset Advisors
New York
$857K
UAML
1443
US Asset Management LLC
Pennsylvania
$856K
SQA
1444
Simon Quick Advisors
New Jersey
$854K
EFG
1445
Embree Financial Group
Illinois
$852K
CG
1446
CFO4Life Group
Texas
$847K
CWG
1447
Cornerstone Wealth Group
North Carolina
$844K
CYG
1448
Clean Yield Group
Vermont
$833K
TWM
1449
Tradition Wealth Management
Minnesota
$832K
BPCE
1450
Bank Pictet & Cie (Europe)
Germany
$831K