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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
QFA
1601
Quantum Financial Advisors
California
$634K
SCA
1602
Stonebridge Capital Advisors
Minnesota
$634K
RCG
1603
Regatta Capital Group
California
$634K
AIM
1604
Athena Investment Management
California
$633K
WFA
1605
WMG Financial Advisors
Tennessee
$633K
TAM
1606
Trillium Asset Management
Massachusetts
$632K
OWA
1607
One Wealth Advisors
California
$630K
BCG
1608
Breakwater Capital Group
New Jersey
$629K
MFT
1609
Moisand Fitzgerald Tamayo
Florida
$629K
UB
1610
Umpqua Bank
Oregon
$624K
PHAM
1611
Palisades Hudson Asset Management
Florida
$623K
EI
1612
Ecofi Investissements
France
$621K
MBTD
1613
Mechanics Bank - Trust Department
California
$620K
SLA
1614
Silver Lake Advisory
Utah
$616K
AWM
1615
Arista Wealth Management
Nevada
$615K
CHAM
1616
Clear Harbor Asset Management
Connecticut
$614K
HBW
1617
Hazlett, Burt & Watson
West Virginia
$612K
AWM
1618
Angeles Wealth Management
California
$612K
RCA
1619
Roberts Capital Advisors
Colorado
$609K
ATFA
1620
All Terrain Financial Advisors
Minnesota
$608K
TSMHT
1621
Thurston Springer Miller Herd & Titak
Indiana
$607K
BHIA
1622
Birch Hill Investment Advisors
Massachusetts
$605K
FMLI
1623
Fukoku Mutual Life Insurance
Japan
$604K
TCA
1624
Transcend Capital Advisors
New Jersey
$603K
LC
1625
Lavaca Capital
Texas
$602K