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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
HP
1876
Holowesko Partners
Bahamas
$404K
BI
1877
Bramshill Investments
Florida
$404K
AAIM
1878
Asset Advisors Investment Management
Georgia
$404K
CIA
1879
Compass Ion Advisors
Pennsylvania
$404K
BCM
1880
Brasada Capital Management
Texas
$404K
OL
1881
OneFund LLC
Florida
$403K
WAM
1882
Walker Asset Management
Missouri
$402K
WPW
1883
Waldron Private Wealth
Pennsylvania
$400K
FFA
1884
Fragasso Financial Advisors
Pennsylvania
$399K
WCA
1885
Westover Capital Advisors
Delaware
$399K
DAM
1886
Delta Asset Management
Tennessee
$398K
AA
1887
Aire Advisors
California
$398K
SIMG
1888
Sonora Investment Management Group
Arizona
$397K
VA
1889
Valmark Advisers
Ohio
$396K
FBFS
1890
First Business Financial Services
Wisconsin
$395K
MWM
1891
MinichMacGregor Wealth Management
New York
$395K
BWM
1892
Birchcreek Wealth Management
Ohio
$394K
CCM
1893
Crew Capital Management
Ohio
$393K
DWM
1894
Drive Wealth Management
Utah
$393K
FNC
1895
First National Corp
Massachusetts
$392K
JJBC
1896
James J. Burns & Company
New York
$391K
CSPIA
1897
Cary Street Partners Investment Advisory
Virginia
$391K
OWM
1898
OneAscent Wealth Management
Alabama
$391K
HWA
1899
HHM Wealth Advisors
Tennessee
$391K
EFM
1900
E Fund Management
China
$390K