AXP icon

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
AIM
1651
Acropolis Investment Management
Missouri
$579K
ATC
1652
Adirondack Trust Company
New York
$578K
RMP
1653
Richards, Merrill & Peterson
Washington
$577K
AC
1654
Addison Capital
Pennsylvania
$577K
CCG
1655
Cypress Capital Group
Florida
$575K
EFSCE
1656
Enterprise Financial Services Corp (EFSC)
Missouri
$574K
HCM
1657
Howland Capital Management
Massachusetts
$572K
CA
1658
Crumly & Associates
Illinois
$571K
HFW
1659
Horizon Family Wealth
Illinois
$571K
MA
1660
MONECO Advisors
Connecticut
$570K
SIA
1661
Schear Investment Advisers
Ohio
$570K
HWM
1662
Horizon Wealth Management
Illinois
$570K
PWP
1663
Precedent Wealth Partners
Texas
$570K
PJWM
1664
Philip James Wealth Mangement
Georgia
$569K
VAG
1665
VisionPoint Advisory Group
Texas
$568K
MCM
1666
Mattern Capital Management
Colorado
$567K
MIM
1667
Macroview Investment Management
Maryland
$565K
WA
1668
Wealth Architects
California
$564K
WPC
1669
Waters Parkerson & Co
Louisiana
$564K
CAI
1670
Capital Advisors Inc
Oklahoma
$561K
SHGA
1671
Sand Hill Global Advisors
California
$560K
LA
1672
LM Advisors
California
$560K
CNB
1673
Camden National Bank
Maine
$559K
PIA
1674
Perennial Investment Advisors
California
$559K
KWS
1675
Keystone Wealth Services
California
$559K