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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
RPC
1726
Rossmore Private Capital
Connecticut
$514K
WKSWA
1727
White Knight Strategic Wealth Advisors
New Jersey
$513K
MAWA
1728
Moss Adams Wealth Advisors
Washington
$512K
WIM
1729
Wittenberg Investment Management
Massachusetts
$511K
CIG
1730
Cairn Investment Group
Washington
$511K
OC
1731
Optima Capital
Oregon
$510K
TNBTD
1732
Trustmark National Bank Trust Department
Mississippi
$509K
RS
1733
R Squared
Hong Kong
$509K
PWP
1734
PrairieView Wealth Partners
Illinois
$508K
GFP
1735
Gryphon Financial Partners
Ohio
$508K
KCM
1736
Kathmere Capital Management
Pennsylvania
$507K
SGK
1737
Steigerwald Gordon & Koch
Virginia
$507K
HR
1738
Howe & Rusling
New York
$505K
MFC
1739
Mechanics Financial Corp
Ohio
$505K
RWP
1740
Ridgecrest Wealth Partners
California
$504K
SIAP
1741
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K
KFGK
1742
Keystone Financial Group (Kentucky)
Kentucky
$503K
BIG
1743
Brookwood Investment Group
Arizona
$501K
AA
1744
Advisory Alpha
Michigan
$501K
AAS
1745
Annex Advisory Services
Wisconsin
$500K
SPWG
1746
Sage Private Wealth Group
Illinois
$500K
IIC
1747
Integrated Investment Consultants
Michigan
$499K
WCM
1748
Whitener Capital Management
North Carolina
$496K
LWM
1749
Liberty Wealth Management
California
$495K
HWMO
1750
Heritage Wealth Management (Ohio)
Ohio
$493K