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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
ACA
2176
Ackerman Capital Advisors
Texas
$255K
PL
2177
Perpetual Ltd
Australia
$254K
FPW
2178
Fairvoy Private Wealth
Alabama
$254K
CPSAC
2179
Chas P. Smith & Associates (CPS)
Florida
$253K
QWM
2180
Quadcap Wealth Management
Texas
$253K
LCWP
2181
Legacy Capital Wealth Partners
Arkansas
$253K
MC
2182
Marest Capital
California
$252K
HA
2183
HC Advisors
Georgia
$252K
GS
2184
GWN Securities
Florida
$252K
GPI
2185
General Partner Inc
Pennsylvania
$252K
LIG
2186
Lokken Investment Group
Delaware
$252K
RCG
2187
Ruane, Cunniff & Goldfarb
New York
$251K
MFGM
2188
Marshall Financial Group (Maryland)
Maryland
$250K
BWS
2189
Broadway Wealth Solutions
Texas
$250K
OWA
2190
Octavia Wealth Advisors
Ohio
$249K
WWM
2191
WT Wealth Management
Arizona
$248K
EIA
2192
Edgemoor Investment Advisors
Maryland
$248K
OC
2193
Opinicus Capital
Florida
$248K
SC
2194
Stephenson & Company
California
$247K
AC
2195
ASB Consultores
Florida
$247K
Betterment LLC
2196
Betterment LLC
New York
$246K
AW
2197
Avion Wealth
Texas
$246K
NCTC
2198
New Covenant Trust Company
Indiana
$246K
MPM
2199
Meritage Portfolio Management
Kansas
$245K
OFW
2200
Omnia Family Wealth
Florida
$244K