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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
OFG
2026
Omega Financial Group
California
$323K
RPWA
2027
Regent Peak Wealth Advisors
Georgia
$322K
CIP
2028
Convergence Investment Partners
Florida
$322K
GJIA
2029
Glass Jacobson Investment Advisors
Maryland
$322K
VBFG
2030
Vishria Bird Financial Group
Tennessee
$322K
SIC
2031
Samalin Investment Counsel
New York
$322K
LSWP
2032
Liberty Square Wealth Partners
Pennsylvania
$321K
MIC
2033
Means Investment Company
Maine
$321K
FAM
2034
Formidable Asset Management
Ohio
$321K
ATS
2035
Ashton Thomas Securities
New York
$320K
HFS
2036
Howard Financial Services
Texas
$320K
CAAS
2037
Capital Asset Advisory Services
Michigan
$319K
1WM
2038
1900 Wealth Management
Texas
$319K
AC
2039
AlphaCore Capital
California
$317K
NFG
2040
Nadler Financial Group
Illinois
$317K
GFPC
2041
Global Financial Private Client
Florida
$317K
MIM
2042
Montgomery Investment Management
Maryland
$316K
TC
2043
Truvestments Capital
Florida
$314K
OPA
2044
Old Port Advisors
Maine
$313K
EWA
2045
Encompass Wealth Advisors
Oregon
$313K
BCM
2046
Berbice Capital Management
New York
$313K
VCM
2047
Vivaldi Capital Management
Illinois
$313K
GWM
2048
Gitterman Wealth Management
New Jersey
$312K
MPM
2049
MBB Public Markets
Illinois
$312K
1832 Asset Management
2050
1832 Asset Management
Ontario, Canada
$312K