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American Express

2,589 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, 942 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: 942 | 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
2,589
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
Dodge & Cox
126
Dodge & Cox
California
$101M
Neuberger Berman Group
127
Neuberger Berman Group
New York
$98.9M
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$97.5M
KeyBank National Association
129
KeyBank National Association
Ohio
$97M
Man Group
130
Man Group
United Kingdom
$95.9M
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$95.7M
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$95.1M
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$94.9M
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$94.6M
LF
135
Lansforsakringar Fondforvaltning
Sweden
$94.5M
GLA
136
Great Lakes Advisors
Illinois
$93.4M
CIC
137
Crawford Investment Counsel
Georgia
$92.5M
Asset Management One
138
Asset Management One
Japan
$90.9M
Allianz Asset Management
139
Allianz Asset Management
Germany
$90.4M
BHC
140
Bowen Hanes & Co
Florida
$89.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
141
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.4M
SMDAM
142
Sumitomo Mitsui DS Asset Management
Japan
$89.3M
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$88.9M
SEI Investments
144
SEI Investments
Pennsylvania
$86.8M
CS
145
Candriam SCA
Luxembourg
$86.4M
Kovitz Investment Group Partners
146
Kovitz Investment Group Partners
Illinois
$86M
AQR Capital Management
147
AQR Capital Management
Connecticut
$85.8M
Caisse de Depot et Placement du Quebec (CDPQ)
148
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.8M
Nomura Asset Management
149
Nomura Asset Management
Japan
$85.7M
APG Asset Management
150
APG Asset Management
Netherlands
$84.7M