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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
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$343K
MAG
1977
Mayfair Advisory Group
Alabama
$343K
WTB
1978
Washington Trust Bank
Washington
$342K
SWM
1979
Stockman Wealth Management
Montana
$342K
MCM
1980
Mainstream Capital Management
California
$342K
RA
1981
Ruggaard & Associates
Ohio
$342K
EPP
1982
ETF Portfolio Partners
Kansas
$341K
BP
1983
BBR Partners
New York
$340K
CAG
1984
Centerpoint Advisory Group
Kansas
$340K
MF
1985
Manchester Financial
California
$338K
SCM
1986
Sterneck Capital Management
Missouri
$338K
OCBCO
1987
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K
PWM
1988
Pinnacle Wealth Management
California
$338K
SWM
1989
Silverlake Wealth Management
Vermont
$337K
RAM
1990
Redmond Asset Management
Virginia
$337K
VWM
1991
Vigilare Wealth Management
Arizona
$337K
EGA
1992
E&G Advisors
Texas
$337K
KB
1993
Kimelman & Baird
New York
$336K
CS
1994
Capital Square
Tennessee
$336K
MCM
1995
Mendel Capital Management
Arkansas
$336K
TLA
1996
Tanglewood Legacy Advisors
Texas
$336K
LW
1997
Libra Wealth
California
$335K
BSAM
1998
Blue Square Asset Management
New York
$334K
SAM
1999
Secure Asset Management
Michigan
$333K
SWA
2000
SFMG Wealth Advisors
Texas
$333K