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
CG
1451
Curat Global
New Hampshire
$827K
WCM
1452
Weaver Capital Management
Georgia
$827K
SRC
1453
Shufro Rose & Co
New York
$824K
HIM
1454
Harbour Investment Management
Washington
$821K
GTAM
1455
Global Trust Asset Management
Florida
$820K
SWM
1456
Scissortail Wealth Management
Oklahoma
$817K
PCM
1457
Prelude Capital Management
New York
$816K
SB
1458
Strategic Blueprint
Georgia
$813K
SA
1459
Strategic Advocates
Utah
$813K
HC
1460
Hendley & Co
Ohio
$811K
LFA
1461
Legacy Financial Advisors
Kentucky
$810K
EAM
1462
Empirical Asset Management
Massachusetts
$810K
LA
1463
LVW Advisors
New York
$809K
LW
1464
Linscomb Wealth
Texas
$808K
LWMM
1465
Legacy Wealth Management (Mississippi)
Mississippi
$807K
FWM
1466
FFT Wealth Management
Pennsylvania
$807K
EB
1467
Exchange Bank
California
$804K
PFA
1468
Pathway Financial Advisers
Indiana
$801K
HA
1469
Herold Advisors
New York
$799K
PFS
1470
Physicians Financial Services
North Carolina
$798K
TF
1471
Tompkins Financial
New York
$797K
OWA
1472
Outlook Wealth Advisors
Texas
$797K
SA
1473
SRN Advisors
Pennsylvania
$794K
CB
1474
Centennial Bank
Arkansas
$789K
AWM
1475
Accurate Wealth Management
Florida
$787K