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American Express

2,590 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, 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
2,590
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
FFL
1476
Future Fund LLC
Illinois
$786K
BST
1477
Bath Savings Trust
Maine
$785K
CA
1478
Cambridge Advisors
Nebraska
$783K
SG
1479
StoneX Group
New York
$782K
LAM
1480
Lewis Asset Management
California
$781K
MJP
1481
Michael J. Puzo
$781K
PWM
1482
Purus Wealth Management
California
$779K
BW
1483
Basepoint Wealth
Iowa
$772K
LA
1484
Lifeworks Advisors
Michigan
$771K
ESB
1485
Essex Savings Bank
Connecticut
$770K
MWS
1486
MFA Wealth Services
California
$767K
LAI
1487
Legal Advantage Investments
California
$767K
TPW
1488
Talon Private Wealth
Florida
$764K
SFI
1489
SPC Financial Inc
Maryland
$761K
FFA
1490
Fortune Financial Advisors
Kansas
$761K
APP
1491
Avantax Planning Partners
Iowa
$760K
OL
1492
one8zero8 LLC
North Carolina
$759K
CW
1493
Channel Wealth
California
$758K
WF
1494
Whelan Financial
California
$757K
GWANC
1495
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K
RI
1496
Ridgewood Investments
New Jersey
$755K
CBT
1497
CoreFirst Bank & Trust
Kansas
$755K
FMN
1498
Financial Management Network
California
$755K
YIM
1499
Yoffe Investment Management
Pennsylvania
$754K
ME
1500
McIlrath & Eck
Washington
$754K