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
TNA
1901
True North Advisors
Texas
$390K
AWM
1902
Austin Wealth Management
Texas
$388K
AWM
1903
Aprio Wealth Management
Georgia
$388K
ECAM
1904
East Coast Asset Management
Massachusetts
$388K
SHJ
1905
Sharkey, Howes & Javer
Colorado
$387K
FA
1906
Financial Advisors
Massachusetts
$387K
PG
1907
Patten Group
Tennessee
$387K
CF
1908
Centaurus Financial
California
$387K
CPA
1909
Capital Performance Advisors
California
$385K
ACI
1910
Alpha Cubed Investments
California
$384K
CPC
1911
Consolidated Planning Corp
Georgia
$384K
HWA
1912
Heritage Wealth Advisors
Virginia
$384K
BSSFA
1913
Baron Silver Stevens Financial Advisors
Florida
$383K
TNAM
1914
Terra Nova Asset Management
New York
$382K
MIM
1915
Merrion Investment Management
New Jersey
$381K
FWM
1916
Forza Wealth Management
Florida
$381K
FOA
1917
Five Oceans Advisors
California
$381K
C
1918
Certuity
Florida
$380K
PWA
1919
Physician Wealth Advisors
Utah
$380K
AAG
1920
Armstrong Advisory Group
Massachusetts
$379K
MW
1921
Maia Wealth
Colorado
$379K
TC
1922
TFR Capital
Texas
$378K
IC
1923
Inscription Capital
Texas
$378K
GAMC
1924
Garner Asset Management Corp
Texas
$377K
HTHT
1925
Hemenway Trust Hemenway Trust
New Hampshire
$377K