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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
WFAG
1776
Worth Financial Advisory Group
North Carolina
$470K
KA
1777
Kozak & Associates
Colorado
$468K
EIP
1778
Ellis Investment Partners
Pennsylvania
$468K
BIM
1779
Barton Investment Management
Pennsylvania
$467K
XT
1780
XTX Topco
Cayman Islands
$465K
SL
1781
Sentinus LLC
Illinois
$465K
FA
1782
Fountainhead AM
New Jersey
$461K
ARMT
1783
Amica Retiree Medical Trust
Rhode Island
$459K
ZCI
1784
Zevenbergen Capital Investments
Washington
$457K
LSPW
1785
Lake Street Private Wealth
Illinois
$457K
NRI
1786
NFP Retirement Inc
California
$456K
M
1787
MOTCO
Texas
$455K
BC
1788
Burney Company
Virginia
$454K
FM
1789
Foster & Motley
Ohio
$454K
HTIM
1790
Harbour Trust & Investment Management
Indiana
$454K
SMC
1791
Smith, Moore & Co
Missouri
$454K
WA1
1792
Wimmer Associates 1
California
$453K
SC
1793
Schubert & Co
Texas
$453K
NCM
1794
Northside Capital Management
Oregon
$453K
HIG
1795
Heritage Investment Group
Florida
$452K
CHC
1796
City Holding Co
West Virginia
$450K
1WM
1797
1858 Wealth Management
Ohio
$450K
AF
1798
Apexium Financial
Texas
$448K
EWA
1799
Exencial Wealth Advisors
Oklahoma
$448K
AWM
1800
Accel Wealth Management
Iowa
$447K