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
PFW
1801
Petros Family Wealth
Minnesota
$447K
HWM
1802
Hemington Wealth Management
Virginia
$446K
MCWA
1803
Meadow Creek Wealth Advisors
Georgia
$445K
OA
1804
Oxbow Advisors
Texas
$445K
DP
1805
Dearborn Partners
Illinois
$444K
PFGIA
1806
Patriot Financial Group Insurance Agency
Massachusetts
$444K
MSCM
1807
McElhenny Sheffield Capital Management
Texas
$444K
RPGK
1808
Retirement Planning Group (Kansas)
Kansas
$443K
PWM
1809
Pines Wealth Management
North Carolina
$443K
NFC
1810
Northeast Financial Consultants
Connecticut
$443K
MPIA
1811
Mountain Pacific Investment Advisers
Idaho
$443K
AWA
1812
Acorn Wealth Advisors
Michigan
$442K
BFA
1813
Brown Financial Advisors
Ohio
$442K
BMWM
1814
Brown Miller Wealth Management
Virginia
$441K
MW
1815
MBL Wealth
North Carolina
$440K
EWS
1816
Evergreen Wealth Solutions
Pennsylvania
$439K
RWPA
1817
Richard W. Paul & Associates
Michigan
$439K
AWA
1818
Amplius Wealth Advisors
Pennsylvania
$439K
CFG
1819
Copley Financial Group
California
$437K
RWP
1820
Revolve Wealth Partners
New Jersey
$436K
UBP
1821
Union Bancaire Privee
Switzerland
$435K
RIM
1822
Rockbridge Investment Management
New York
$435K
CT
1823
Clearstead Trust
Maine
$434K
PWS
1824
Peterson Wealth Services
Utah
$434K
ICP
1825
Impact Capital Partners
Colorado
$434K