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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
DOA
2076
D'Orazio & Associates
Virginia
$298K
TPA
2077
Trivium Point Advisory
Connecticut
$297K
BWG
2078
Berry Wealth Group
Texas
$296K
ASG
2079
Ariston Services Group
California
$296K
GWP
2080
Gateway Wealth Partners
Wisconsin
$295K
A
2081
AlphaQuest
New York
$295K
VFG
2082
Victory Financial Group
Texas
$294K
AT
2083
Arlington Trust
Alabama
$294K
TA
2084
TruWealth Advisors
Louisiana
$293K
PCMC
2085
Paragon Capital Management (Colorado)
Colorado
$292K
AFM
2086
Aspetuck Financial Management
Connecticut
$292K
OWP
2087
ORG Wealth Partners
Texas
$292K
BCM
2088
BTC Capital Management
Iowa
$292K
BWA
2089
Bestgate Wealth Advisors
Maryland
$292K
SFG
2090
Stonebridge Financial Group
Pennsylvania
$291K
SCM
2091
Saxony Capital Management
Missouri
$290K
GGI
2092
Godsey & Gibb Inc
Virginia
$289K
BA
2093
Bristlecone Advisors
Washington
$289K
FBT
2094
First Bankers Trust
Kentucky
$289K
HI
2095
Humankind Investments
New York
$289K
NI
2096
NDVR Inc
Massachusetts
$289K
WCM
2097
Wedge Capital Management
North Carolina
$289K
MA
2098
Mezzasalma Advisors
New Jersey
$288K
APG
2099
Abacus Planning Group
South Carolina
$287K
NAMNJ
2100
NorthStar Asset Management (New Jersey)
New Jersey
$287K