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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
AFA
2251
Antonelli Financial Advisors
Michigan
$225K
AHC
2252
Adell Harriman & Carpenter
Texas
$224K
KA
2253
Klingman & Associates
New York
$224K
OCM
2254
Orion Capital Management
California
$223K
GWA
2255
GGM Wealth Advisors
Maryland
$223K
KP
2256
Kitching Partners
Pennsylvania
$223K
PCM
2257
Parsons Capital Management
Rhode Island
$222K
GWM
2258
GSB Wealth Management
Connecticut
$222K
DF
2259
DecisionPoint Financial
Arizona
$222K
BC
2260
Bridgefront Capital
Texas
$222K
MMA
2261
Mizuho Markets Americas
New York
$221K
TSS
2262
Two Sigma Securities
New York
$221K
TIP
2263
Tandem Investment Partners
New Jersey
$221K
NECFA
2264
New England Capital Financial Advisors
Connecticut
$220K
ST
2265
Sabal Trust
Florida
$220K
BCM
2266
Becker Capital Management
Oregon
$219K
CWA
2267
Core Wealth Advisors
Florida
$218K
RFP
2268
Root Financial Partners
California
$218K
KWMG
2269
King Wealth Management Group
Florida
$218K
CPWA
2270
Cerro Pacific Wealth Advisors
California
$218K
RPCONE
2271
Retirement Planning Company of New England
Rhode Island
$218K
WDC
2272
Woodward Diversified Capital
California
$218K
SFS
2273
Stiles Financial Services
Minnesota
$218K
GAB
2274
German American Bancorp
Indiana
$217K
GJWM
2275
Gilliland Jeter Wealth Management
Arkansas
$217K