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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
FCA
2051
FLC Capital Advisors
California
$311K
AA
2052
Armis Advisers
Georgia
$310K
CFO
2053
CVA Family Office
Colorado
$309K
SEA
2054
Stegent Equity Advisors
Texas
$309K
KIG
2055
Kessler Investment Group
Indiana
$308K
AWAU
2056
Alliance Wealth Advisors (Utah)
Utah
$308K
NWM
2057
Northwest Wealth Management
Iowa
$308K
BTWM
2058
Brass Tax Wealth Management
Ohio
$307K
CG
2059
Clifford Group
Massachusetts
$306K
HI
2060
Hudock Inc
Pennsylvania
$304K
UFA
2061
Uptown Financial Advisors
Texas
$303K
FPL
2062
Fortress Private Ledger
North Carolina
$302K
LI
2063
Lafayette Investments
Maryland
$302K
NCM
2064
Novare Capital Management
North Carolina
$301K
EFG
2065
Ehrlich Financial Group
California
$301K
VWA
2066
Visionary Wealth Advisors
Illinois
$301K
SWTS
2067
Stonehaven Wealth & Tax Solutions
Wisconsin
$301K
EGWAG
2068
Elwood & Goetz Wealth Advisory Group
Georgia
$300K
KWM
2069
Keebeck Wealth Management
Illinois
$300K
NED
2070
Nancy E. Dempze
$300K
SFG
2071
SevenBridge Financial Group
Pennsylvania
$300K
KWM
2072
Kingsman Wealth Management
Florida
$299K
GFA
2073
Gallagher Fiduciary Advisors
Illinois
$299K
AWA
2074
AGH Wealth Advisors
Kansas
$299K
SSWM
2075
Strait & Sound Wealth Management
California
$298K