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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
SEIA
1626
Signature Estate & Investment Advisors
California
$601K
SMA
1627
Seven Mile Advisory
New Jersey
$600K
CD
1628
Chapin Davis
Maryland
$600K
CCM
1629
CAAS Capital Management
New York
$599K
VC
1630
Vicus Capital
Pennsylvania
$599K
TIA
1631
Tiemann Investment Advisors
California
$598K
TWP
1632
Tower Wealth Partners
Pennsylvania
$598K
CA
1633
Claris Advisors
Missouri
$597K
BHWM
1634
Bar Harbor Wealth Management
New Hampshire
$593K
SIA
1635
Soltis Investment Advisors
Utah
$593K
SNBOSD
1636
Security National Bank of So Dak
Iowa
$592K
NWAG
1637
Net Worth Advisory Group
Utah
$590K
QPW
1638
Quantum Private Wealth
Florida
$589K
BFG
1639
Berger Financial Group
Minnesota
$588K
PWM
1640
Partnership Wealth Management
Maryland
$588K
GLA
1641
Good Life Advisors
Pennsylvania
$584K
RCM
1642
Raleigh Capital Management
North Carolina
$583K
PWA
1643
Phoenix Wealth Advisors
North Carolina
$583K
FCM
1644
Family Capital Management
Michigan
$583K
PCM
1645
Polymer Capital Management
New York
$582K
BSB
1646
Bangor Savings Bank
Maine
$582K
WWA
1647
Wisconsin Wealth Advisors
Wisconsin
$581K
PAI
1648
Pittenger & Anderson Inc
Nebraska
$581K
CCA
1649
Coign Capital Advisors
Utah
$579K
IA
1650
Integrity Alliance
Iowa
$579K