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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
NC
1851
North Capital
Utah
$419K
SOS
1852
Silver Oak Securities
Tennessee
$418K
TFA
1853
Toth Financial Advisory
Virginia
$417K
NEWAS
1854
N.E.W. Advisory Services
Wisconsin
$417K
FB
1855
First Bancorp
Maine
$416K
NA
1856
Nautilus Advisors
California
$415K
6F
1857
626 Financial
Michigan
$415K
SCP
1858
Sivia Capital Partners
California
$414K
CWM
1859
Centric Wealth Management
Illinois
$413K
RMDI
1860
R.M. Davis Inc
Maine
$412K
WCM
1861
Windsor Capital Management
Arizona
$411K
AHL
1862
Abel Hall LLC
Louisiana
$411K
FWIA
1863
Fort Washington Investment Advisors
Ohio
$411K
BCFD
1864
Boit C.F. David
$410K
RFA
1865
Reyes Financial Architecture
California
$410K
CCM
1866
Cinctive Capital Management
New York
$410K
IRC
1867
Investors Research Corp
Georgia
$410K
MCM
1868
MV Capital Management
Maryland
$409K
LC
1869
LCNB Corp
Ohio
$409K
RIM
1870
Redwood Investment Management
Arizona
$408K
NB
1871
Northwest Bancshares
Pennsylvania
$406K
CAM
1872
Claret Asset Management
Quebec, Canada
$405K
PAS
1873
Professional Advisory Services
Florida
$404K
KOC
1874
Koss-Olinger Consulting
Florida
$404K
MIM
1875
Meridiem Investment Management
United Kingdom
$404K