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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
BCM
2126
BluePointe Capital Management
California
$276K
PMWMG
2127
Parr McKnight Wealth Management Group
Minnesota
$276K
CCA
2128
Cottonwood Capital Advisors
Utah
$274K
WAS
2129
Wealth Advisory Solutions
Indiana
$274K
SCM
2130
Stonebridge Capital Management
California
$274K
WC
2131
Waterloo Capital
Texas
$274K
PCM
2132
Princeton Capital Management
New Jersey
$273K
VIP
2133
Vista Investment Partners
Oklahoma
$273K
TIM
2134
Tortoise Investment Management
New York
$273K
BWM
2135
Buckley Wealth Management
Nevada
$273K
MAWCM
2136
Mine & Arao Wealth Creation & Management
California
$271K
FGWP
2137
Founders Grove Wealth Partners
Virginia
$270K
CFS
2138
CRA Financial Services
New Jersey
$270K
AA
2139
Alesco Advisors
New York
$270K
SA
2140
Sovran Advisors
California
$270K
APW
2141
Acima Private Wealth
Virginia
$269K
WC
2142
Wexford Capital
Florida
$269K
OSNBOA
2143
Old Second National Bank of Aurora
Illinois
$269K
ACM
2144
Aurdan Capital Management
Pennsylvania
$269K
RS
2145
Rakuten Securities
Japan
$269K
SC
2146
Sierra Capital
Florida
$269K
CAM
2147
Close Asset Management
United Kingdom
$269K
PWAM
2148
Pinnacle West Asset Management
Wyoming
$269K
Cohen & Steers
2149
Cohen & Steers
New York
$269K
EBA
2150
Eagle Bay Advisors
New York
$268K