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
RIG
1826
RiverFront Investment Group
Virginia
$434K
AA
1827
Ancora Advisors
Ohio
$434K
SFG
1828
Sovereign Financial Group
Connecticut
$433K
Members Trust
1829
Members Trust
Florida
$433K
CPIA
1830
Cornell Pochily Investment Advisors
New York
$432K
PWW
1831
Pettyjohn Wood & White
Virginia
$431K
TC
1832
Trilogy Capital
California
$431K
ACP
1833
Aveo Capital Partners
Colorado
$430K
XF
1834
XML Financial
Maryland
$430K
TWP
1835
Tyche Wealth Partners
Texas
$429K
NAS
1836
Nicolet Advisory Services
Wisconsin
$429K
CP
1837
Clarendon Private
Massachusetts
$429K
JWA
1838
JFS Wealth Advisors
Pennsylvania
$428K
KPWG
1839
KFA Private Wealth Group
Virginia
$428K
R
1840
Rebalance
California
$426K
KLI
1841
Kelman-Lazarov Inc
Tennessee
$426K
JIP
1842
Jaffetilchin Investment Partners
Florida
$425K
FBC
1843
Fairfield, Bush & Co
Connecticut
$425K
LFS
1844
Legacy Financial Strategies
Kansas
$424K
YDMI
1845
Y.D. More Investments
Israel
$424K
APIM
1846
Agate Pass Investment Management
Washington
$422K
MPW
1847
Monterey Private Wealth
California
$422K
AW
1848
Alteri Wealth
California
$422K
FDDB
1849
Fidelity D&D Bancorp
Pennsylvania
$420K
SDAM
1850
Shulman DeMeo Asset Management
New York
$419K