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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
SCA
1551
Sippican Capital Advisors
Massachusetts
$688K
AI
1552
Arvest Investments
Arkansas
$687K
NP
1553
Nilsine Partners
Colorado
$687K
KWA
1554
Kingswood Wealth Advisors
California
$686K
SIM
1555
Sentry Investment Management
Wisconsin
$685K
RAM
1556
Readystate Asset Management
Illinois
$681K
SLG
1557
Stanley-Laman Group
Pennsylvania
$680K
BWA
1558
Burt Wealth Advisors
Maryland
$678K
KIM
1559
Kane Investment Management
California
$677K
MWA
1560
Meridian Wealth Advisors
Texas
$675K
PVM
1561
Palogic Value Management
Texas
$674K
FFA
1562
Florida Financial Advisors
Florida
$672K
SCM
1563
Sage Capital Management
New Jersey
$671K
KP
1564
Keel Point
Alabama
$669K
MWA
1565
Moser Wealth Advisors
Washington
$668K
DIP
1566
DT Investment Partners
Pennsylvania
$666K
CAM
1567
Cidel Asset Management
Ontario, Canada
$665K
SS
1568
Sunbelt Securities
Texas
$664K
OF
1569
Outfitter Financial
Maine
$662K
BCB
1570
Brian C. Broderick
$661K
DE
1571
Diversified Enterprises
Delaware
$660K
AA
1572
Auxano Advisors
Washington
$660K
NFSG
1573
Newbridge Financial Services Group
Florida
$659K
AAP
1574
Arax Advisory Partners
Colorado
$659K
OWA
1575
Opal Wealth Advisors
New York
$657K