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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
CF
2101
Claris Financial
Virginia
$286K
GSEP
2102
Golden State Equity Partners
California
$286K
ATI
2103
Act Two Investors
California
$285K
FMII
2104
Farmers & Merchants Investments Inc
Nebraska
$285K
PA
2105
Planning Alternatives
Michigan
$285K
GIA
2106
Guyasuta Investment Advisors
Pennsylvania
$284K
THL
2107
Tillman Hartley LLC
Colorado
$284K
AFW
2108
Avantra Family Wealth
Pennsylvania
$282K
DFA
2109
Delta Financial Advisors
Louisiana
$282K
SFP
2110
Shepherd Financial Partners
Massachusetts
$281K
CIAS
2111
Capital Investment Advisory Services
North Carolina
$280K
PTC
2112
Petrus Trust Company
Texas
$280K
ONST
2113
Old North State Trust
North Carolina
$280K
SIC
2114
Sterling Investment Counsel
New York
$280K
NQWM
2115
Northwest Quadrant Wealth Management
Oregon
$280K
GWM
2116
Greenwich Wealth Management
Connecticut
$279K
FWA
2117
Flagship Wealth Advisors
Massachusetts
$279K
PMSA
2118
Patrick M. Sweeney & Associates
Illinois
$279K
OPPS
2119
Obsidian Personal Planning Solutions
Maryland
$279K
1C
2120
111 Capital
France
$278K
BW
2121
BIP Wealth
Georgia
$278K
EC
2122
EntryPoint Capital
New York
$278K
LWA
2123
Lineweaver Wealth Advisors
Ohio
$277K
MHC
2124
May Hill Capital
Massachusetts
$277K
PCM
2125
Park Capital Management
Wisconsin
$276K