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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
SIA
2226
SGL Investment Advisors
Montana
$232K
MSF
2227
Mustard Seed Financial
Arkansas
$232K
OCM
2228
Osterweis Capital Management
California
$232K
WFMPM
2229
Woodley Farra Manion Portfolio Management
Indiana
$232K
SHWM
2230
Smith & Howard Wealth Management
Georgia
$232K
CMS
2231
Capital Market Strategies
Florida
$231K
SFP
2232
Sandbox Financial Partners
Maryland
$231K
PF
2233
Phoenix Financial
Israel
$230K
PC
2234
Port Capital
Illinois
$230K
FFA
2235
Fi3 Financial Advisors
Indiana
$229K
ODIJL
2236
One Day In July LLC
Vermont
$229K
BWFA
2237
Baltimore-Washington Financial Advisors
Maryland
$229K
ABLA
2238
Alan B. Lancz & Associates
Ohio
$229K
GB
2239
Goepper Burkhardt
South Carolina
$229K
JCM
2240
Jacobsen Capital Management
Utah
$229K
SSWM
2241
Sheets Smith Wealth Management
North Carolina
$228K
TFM
2242
TFC Financial Management
Massachusetts
$228K
DCM
2243
Donaldson Capital Management
Indiana
$228K
AW
2244
Apricus Wealth
South Carolina
$228K
MCP
2245
Mirador Capital Partners
California
$227K
WMN
2246
Wealth Management Nebraska
Nebraska
$227K
PPWM
2247
PFG Private Wealth Management
Florida
$227K
PMFA
2248
Plante Moran Financial Advisors
Michigan
$226K
FC
2249
Financial Council
Maryland
$225K
DIM
2250
DLK Investment Management
California
$225K