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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
KA
1501
Kearns & Associates
California
$753K
PWP
1502
Pursue Wealth Partners
California
$753K
TWM
1503
Tanager Wealth Management
United Kingdom
$752K
LWM
1504
LongView Wealth Management
Georgia
$752K
V
1505
VeraBank
Texas
$751K
SIA
1506
SkyView Investment Advisors
New Jersey
$750K
HGA
1507
Hobbs Group Advisors
South Carolina
$748K
BHB
1508
Bank Hapoalim BM
Israel
$747K
FFS
1509
Founders Financial Securities
Maryland
$743K
FFA
1510
Founders Financial Alliance
North Carolina
$742K
USB
1511
Union Savings Bank
Connecticut
$741K
GLLW
1512
Graves Light Lenhart Wealth
Virginia
$740K
OFO
1513
OneAscent Family Office
Alabama
$740K
ITIM
1514
Indiana Trust & Investment Management
Indiana
$739K
AA
1515
Alta Advisers
United Kingdom
$738K
PWPS
1516
Pinnacle Wealth Planning Services
Ohio
$737K
APWA
1517
Atlas Private Wealth Advisors
New Jersey
$737K
TSWM
1518
Triangle Securities Wealth Management
North Carolina
$736K
MFG
1519
Midwest Financial Group
Kansas
$735K
BAM
1520
Blueshift Asset Management
New Jersey
$734K
CFG
1521
Cooper Financial Group
California
$731K
AFC
1522
AFT Forsyth & Company
Florida
$728K
HAIM
1523
Hunter Associates Investment Management
Pennsylvania
$728K
AFP
1524
Ausdal Financial Partners
Iowa
$726K
PWA
1525
Provenance Wealth Advisors
Florida
$725K