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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
PIP
1751
Peachtree Investment Partners
Florida
$492K
MTIC
1752
Missouri Trust & Investment Company
Missouri
$492K
FCM
1753
Fairbanks Capital Management
California
$491K
VFA
1754
Values First Advisors
Tennessee
$490K
CCWM
1755
Cassaday & Co Wealth Management
Virginia
$490K
CIS
1756
Custom Index Systems
New York
$487K
FPW
1757
Flagship Private Wealth
Massachusetts
$486K
BOTPPF
1758
Board of the Pension Protection Fund
United Kingdom
$484K
BMWS
1759
Brady Martz Wealth Solutions
North Dakota
$484K
WFI
1760
West Family Investments
California
$483K
CH
1761
Cromwell Holdings
Wyoming
$482K
TVAMP
1762
Tennessee Valley Asset Management Partners
Tennessee
$482K
ACM
1763
Allred Capital Management
Texas
$481K
RCM
1764
RNC Capital Management
California
$481K
FAM
1765
Fairtree Asset Management
South Africa
$480K
TIM
1766
Thompson Investment Management
Wisconsin
$479K
W
1767
Wealthquest
Ohio
$477K
ACM
1768
Arcataur Capital Management
Wisconsin
$476K
CC
1769
Callan Capital
California
$476K
SIG
1770
Stonegate Investment Group
Alabama
$476K
WMWM
1771
Whitaker-Myers Wealth Managers
Ohio
$476K
RZH
1772
Relyea Zuckerberg Hanson
Connecticut
$474K
WI
1773
WrapManager Inc
California
$473K
NA
1774
Navellier & Associates
Nevada
$473K
IAN
1775
Integrated Advisors Network
Texas
$472K