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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
WA
1576
Waddell & Associates
Tennessee
$655K
WIA
1577
Westbourne Investment Advisors
Maryland
$655K
HIP
1578
HUB Investment Partners
Texas
$650K
RRA
1579
Round Rock Advisors
Connecticut
$649K
LIA
1580
LS Investment Advisors
Michigan
$647K
CRC
1581
Curi RMB Capital
Illinois
$647K
DIM
1582
Delta Investment Management
California
$647K
PAM
1583
Paradigm Asset Management
New York
$646K
ACM
1584
AUA Capital Management
Pennsylvania
$646K
CIM
1585
Confluence Investment Management
Missouri
$646K
MEG
1586
Millstone Evans Group
Colorado
$642K
MFA
1587
Millington Financial Advisors
Illinois
$642K
AWM
1588
Aviso Wealth Management
Washington
$642K
HT
1589
Headlands Technologies
Illinois
$641K
CWM
1590
Consultiva Wealth Management
Puerto Rico
$641K
QWP
1591
Quotient Wealth Partners
Texas
$640K
DDPIC
1592
Deroy & Devereaux Private Investment Counsel
Michigan
$640K
WCG
1593
Weaver Consulting Group
California
$640K
MAM
1594
MWA Asset Management
Massachusetts
$640K
MSA
1595
Marino Stram & Associates
Massachusetts
$639K
CCA
1596
Childress Capital Advisors
Texas
$639K
MMG
1597
Monetary Management Group
Missouri
$639K
GAA
1598
Global Assets Advisory
Florida
$638K
TIA
1599
Traphagen Investment Advisors
New Jersey
$637K
KCPG
1600
Kavar Capital Partners Group
Kansas
$635K