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American Express

2,586 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, 940 increasing their positions, 1,037 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,586
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.13%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
181
Increased
940
Reduced
1,037
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Shares
Change %
CPSAC
2176
Chas P. Smith & Associates (CPS)
Florida
$253K -$538 -2 -0.2%
QWM
2177
Quadcap Wealth Management
Texas
$253K +$11.6K +43 +5%
LCWP
2178
Legacy Capital Wealth Partners
Arkansas
$253K -$54.9K -204 -18%
MC
2179
Marest Capital
California
$252K +$538 +2 +0.2%
HA
2180
HC Advisors
Georgia
$252K +$538 +2 +0.2%
GS
2181
GWN Securities
Florida
$252K +$42.8K +159 +20%
GPI
2182
General Partner Inc
Pennsylvania
$252K
LIG
2183
Lokken Investment Group
Delaware
$252K +$252K +935 New
RCG
2184
Ruane, Cunniff & Goldfarb
New York
$251K
MFGM
2185
Marshall Financial Group (Maryland)
Maryland
$250K +$5.38K +20 +2%
BWS
2186
Broadway Wealth Solutions
Texas
$250K
OWA
2187
Octavia Wealth Advisors
Ohio
$249K -$6.19K -23 -2%
WWM
2188
WT Wealth Management
Arizona
$248K
EIA
2189
Edgemoor Investment Advisors
Maryland
$248K
OC
2190
Opinicus Capital
Florida
$248K +$248K +920 New
SC
2191
Stephenson & Company
California
$247K
AC
2192
ASB Consultores
Florida
$247K -$433K -1,609 -64%
Betterment LLC
2193
Betterment LLC
New York
$246K -$7.8K -29 -3%
AW
2194
Avion Wealth
Texas
$246K
NCTC
2195
New Covenant Trust Company
Indiana
$246K -$8.23K -31 -3%
MPM
2196
Meritage Portfolio Management
Kansas
$245K -$5.38K -20 -2%
OFW
2197
Omnia Family Wealth
Florida
$244K +$56.5K +210 +30%
CM
2198
Capula Management
Cayman Islands
$243K +$46K +171 +23%
CAM
2199
Costello Asset Management
Pennsylvania
$243K +$243K +903 New
TA
2200
TFB Advisors
Kansas
$243K -$22.6K -84 -9%