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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
CM
2201
Capula Management
Cayman Islands
$243K
CAM
2202
Costello Asset Management
Pennsylvania
$243K
TA
2203
TFB Advisors
Kansas
$243K
MIC
2204
Meridian Investment Counsel
California
$243K
USWIA
2205
UP Strategic Wealth Investment Advisors
Pennsylvania
$242K
TF
2206
Talbot Financial
Washington
$242K
NRC
2207
New Republic Capital
North Carolina
$241K
OBWG
2208
Onyx Bridge Wealth Group
New York
$240K
BCG
2209
BayBridge Capital Group
California
$239K
WBC
2210
West Branch Capital
Massachusetts
$239K
JWM
2211
JGP Wealth Management
Oregon
$238K
EIG
2212
Ellenbecker Investment Group
Wisconsin
$238K
AIM
2213
Advyzon Investment Management
Illinois
$237K
BWP
2214
Barlow Wealth Partners
Kentucky
$237K
WP
2215
WealthPLAN Partners
Nebraska
$237K
ARC
2216
Advisor Resource Council
Texas
$237K
BA
2217
Bellwether Advisors
Nebraska
$236K
AA
2218
Acorns Advisers
California
$236K
GWM
2219
Gibbs Wealth Management
Georgia
$235K
IB
2220
Intrust Bank
Kansas
$235K
CWM
2221
Centurion Wealth Management
Virginia
$234K
BP
2222
BNP Paribas
France
$234K
LK
2223
Lumbard & Kellner
New Hampshire
$234K
DC
2224
DeDora Capital
California
$234K
FH
2225
FWG Holdings
Florida
$233K