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American Express

2,589 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, 942 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: 942 | 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
2,589
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
SBCM
201
Schwerin Boyle Capital Management
Massachusetts
$49.2M
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$49.1M
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$49.1M
RAM
204
Resona Asset Management
Japan
$49M
Rafferty Asset Management
205
Rafferty Asset Management
New York
$49M
BTCPP
206
Border to Coast Pensions Partnership
United Kingdom
$48.9M
Baird Financial Group
207
Baird Financial Group
Wisconsin
$48.4M
Cerity Partners
208
Cerity Partners
New York
$47.8M
AIMCA
209
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$47.4M
VOYA Investment Management
210
VOYA Investment Management
Georgia
$47.1M
DP
211
Dundas Partners
United Kingdom
$46.9M
BBVA
212
Banco Bilbao Vizcaya Argentaria
Spain
$46.4M
RMA
213
Roffman Miller Associates
Pennsylvania
$46M
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$46M
M&T Bank
215
M&T Bank
New York
$45.5M
ZIC
216
ZWJ Investment Counsel
Georgia
$45.4M
Citadel Advisors
217
Citadel Advisors
Florida
$45.3M
PFP
218
Pinnacle Financial Partners
Tennessee
$45.2M
PA
219
Pinnacle Associates
New York
$45.2M
Comerica Bank
220
Comerica Bank
Texas
$45.2M
GLF
221
Groupe la Francaise
France
$45M
RBI
222
Raiffeisen Bank International
Austria
$44.9M
HIMC
223
Heritage Investors Management Corp
Maryland
$44.5M
IGGA
224
Iron Gate Global Advisors
Utah
$44.2M
FAF
225
Första AP-fonden
Sweden
$44M