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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
CTWM
1526
Cherry Tree Wealth Management
Minnesota
$724K
BDA
1527
Borer Denton & Associates
Pennsylvania
$723K
AF
1528
Arrow Financial
New York
$722K
JWBC
1529
John W. Bristol & Co
New York
$722K
PFA
1530
Pure Financial Advisors
California
$720K
CM
1531
Castleark Management
Illinois
$720K
MSFS
1532
Main Street Financial Solutions
Pennsylvania
$719K
TW
1533
TritonPoint Wealth
Maryland
$718K
MM
1534
MQS Management
New York
$714K
SAM
1535
Strive Asset Management
Ohio
$713K
RFG
1536
RFP Financial Group
Georgia
$712K
MA
1537
MCF Advisors
Kentucky
$710K
HIM
1538
Hillsdale Investment Management
Ontario, Canada
$710K
MCC
1539
Money Concepts Capital
Florida
$710K
MIP
1540
Marietta Investment Partners
Wisconsin
$702K
CAM
1541
Creekmur Asset Management
Illinois
$702K
UIM
1542
Unified Investment Management
Georgia
$700K
PTB
1543
Pioneer Trust Bank
Oregon
$700K
DSC
1544
Duncker Streett & Co
Missouri
$700K
TLCM
1545
Twin Lakes Capital Management
California
$697K
CBT
1546
Central Bank & Trust
Kentucky
$697K
CFP
1547
Catalyst Financial Partners
Massachusetts
$695K
CA
1548
Claro Advisors
Massachusetts
$694K
CAM
1549
Covenant Asset Management
New Jersey
$692K
PCG
1550
PFC Capital Group
California
$689K