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American Express

2,586 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, 940 increasing their positions, 1,037 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,586
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.13%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
181
Increased
940
Reduced
1,037
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1476
Cambridge Advisors
Nebraska
$783K
SG
1477
StoneX Group
New York
$782K -$28.3K -105 -3%
LAM
1478
Lewis Asset Management
California
$781K -$30.4K -113 -4%
MJP
1479
Michael J. Puzo
$781K +$431K +1,603 +123%
PWM
1480
Purus Wealth Management
California
$779K -$21K -78 -3%
LA
1481
Lifeworks Advisors
Michigan
$771K -$97.1K -361 -11%
ESB
1482
Essex Savings Bank
Connecticut
$770K -$23.1K -86 -3%
MWS
1483
MFA Wealth Services
California
$767K -$19.6K -73 -2%
LAI
1484
Legal Advantage Investments
California
$767K
TPW
1485
Talon Private Wealth
Florida
$764K +$764K +2,839 New
SFI
1486
SPC Financial Inc
Maryland
$761K -$26.9K -100 -3%
FFA
1487
Fortune Financial Advisors
Kansas
$761K +$69.7K +259 +10%
APP
1488
Avantax Planning Partners
Iowa
$760K +$82.1K +305 +12%
OL
1489
one8zero8 LLC
North Carolina
$759K -$135K -500 -15%
CW
1490
Channel Wealth
California
$758K +$70K +260 +10%
WF
1491
Whelan Financial
California
$757K +$504K +1,873 +199%
GWANC
1492
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K +$3.77K +14 +0.5%
RI
1493
Ridgewood Investments
New Jersey
$755K -$76.7K -285 -9%
CBT
1494
CoreFirst Bank & Trust
Kansas
$755K
FMN
1495
Financial Management Network
California
$755K +$234 +1 +0%
YIM
1496
Yoffe Investment Management
Pennsylvania
$754K
ME
1497
McIlrath & Eck
Washington
$754K
KA
1498
Kearns & Associates
California
$753K
PWP
1499
Pursue Wealth Partners
California
$753K
TWM
1500
Tanager Wealth Management
United Kingdom
$752K -$133K -494 -15%