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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
TFF
2001
The Family Firm
Maryland
$332K
RSVP
2002
Ramsay Stattman Vela & Price
Colorado
$331K
HIIFS
2003
Harel Insurance Investments & Financial Services
Israel
$331K
VCM
2004
Versant Capital Management
Arizona
$331K
VAS
2005
Vestmark Advisory Solutions
Massachusetts
$330K
KFA
2006
Kapstone Financial Advisors
Ohio
$330K
FCM
2007
Firestone Capital Management
Florida
$330K
WMA
2008
West Michigan Advisors
Michigan
$329K
CSB
2009
City State Bank
Iowa
$329K
KFI
2010
Key Financial Inc
Pennsylvania
$329K
WMP
2011
Wealth Management Partners
Arizona
$328K
ECA
2012
Elevated Capital Advisors
Utah
$328K
HBT
2013
Heartland Bank & Trust
Illinois
$328K
MC
2014
Middleton & Co
Massachusetts
$328K
HWA
2015
Heartwood Wealth Advisors
Virginia
$328K
NFG
2016
Nations Financial Group
Iowa
$327K
VFA
2017
Voya Financial Advisors
Connecticut
$327K
MHR
2018
Matthew Hamilton Rosenberg
$327K
CWM
2019
Connecticut Wealth Management
Connecticut
$327K
BFG
2020
Bouchey Financial Group
New York
$326K
HC
2021
Hamilton Capital
Ohio
$326K
EDRH
2022
Edmond de Rothschild Holding
Switzerland
$325K
SMWM
2023
Silvia McColl Wealth Management
California
$325K
HPM
2024
Hoxton Planning & Management
West Virginia
$324K
OWM
2025
Orca Wealth Management
Florida
$324K