AXP icon

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
LFGO
2276
Legacy Financial Group (Oklahoma)
Oklahoma
$217K
HCP
2277
Hexagon Capital Partners
Arkansas
$217K
PGIM
2278
Pacific Global Investment Management
California
$217K
BCA
2279
Bay Colony Advisors
Massachusetts
$217K
CFAM
2280
Center For Asset Management
Florida
$217K
PCA
2281
Providence Capital Advisors
North Carolina
$216K
WAM
2282
Wallington Asset Management
Indiana
$216K
DFP
2283
Defined Financial Planning
California
$216K
EFG
2284
Ethos Financial Group
Pennsylvania
$216K
BFIC
2285
Bedell Frazier Investment Counselling
California
$216K
BOJHT
2286
Bank of Jackson Hole Trust
Wyoming
$215K
EM
2287
ELCO Management
New York
$215K
KIA
2288
Knollwood Investment Advisory
Maryland
$215K
BRM
2289
Boston Research & Management
Massachusetts
$215K
TSWM
2290
Tyler-Stone Wealth Management
Ohio
$213K
FA
2291
FDx Advisors
Illinois
$213K
JC
2292
JB Capital
Connecticut
$213K
IF
2293
IRON Financial
Illinois
$213K
OC
2294
Oarsman Capital
Wisconsin
$212K
FNB
2295
Farmers National Bank
Kentucky
$212K
CWAG
2296
Compton Wealth Advisory Group
Virginia
$211K
EMB
2297
Elefante Mark B
$211K
PAM
2298
PVG Asset Management
Colorado
$211K
KFS
2299
Kelly Financial Services
Massachusetts
$211K
MAG
2300
M3 Advisory Group
Massachusetts
$211K