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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
MCM
2151
Monument Capital Management
Virginia
$268K
CCWM
2152
Correct Capital Wealth Management
Missouri
$268K
CAC
2153
Certified Advisory Corp
Florida
$267K
CST
2154
Charles Schwab Trust
Nevada
$267K
AIA
2155
Allied Investment Advisors
Montana
$266K
VIM
2156
Vista Investment Management
Pennsylvania
$264K
SF
2157
Safeguard Financial
Wisconsin
$264K
NF
2158
NavPoint Financial
Minnesota
$264K
VCM
2159
Virtue Capital Management
Tennessee
$263K
CL
2160
COWA LLC
Oklahoma
$262K
XC
2161
XY Capital
Hong Kong
$262K
HFS
2162
Hopwood Financial Services
Virginia
$262K
SW
2163
Simplicity Wealth
New Jersey
$261K
WAM
2164
Weatherly Asset Management
California
$261K
AC
2165
Apella Capital
Connecticut
$260K
IBOK
2166
Independence Bank of Kentucky
Kentucky
$260K
RFM
2167
Royal Fund Management
Florida
$259K
S
2168
Sunpointe
Missouri
$259K
SHFP
2169
Second Half Financial Partners
Florida
$259K
T
2170
TOBAM
France
$259K
HG
2171
Harbor Group
New Hampshire
$258K
CA
2172
Cornerstone Advisory
Maryland
$257K
CWA
2173
CJM Wealth Advisers
Virginia
$256K
Acadian Asset Management
2174
Acadian Asset Management
Massachusetts
$255K
TW
2175
Transform Wealth
Colorado
$255K