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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
EA
2301
Everpar Advisors
Oklahoma
$211K
B
2302
Bellecapital
Switzerland
$211K
CAWM
2303
Capital Advisors Wealth Management
Washington
$211K
SWA
2304
Strategies Wealth Advisors
Michigan
$210K
GSWA
2305
Good Steward Wealth Advisors
Tennessee
$210K
VC
2306
Vestor Capital
Illinois
$210K
LOPW
2307
Live Oak Private Wealth
North Carolina
$210K
LA
2308
Latitude Advisors
Florida
$210K
PSCM
2309
Per Stirling Capital Management
Texas
$209K
CWA
2310
Consilium Wealth Advisory
Texas
$209K
FWA
2311
FSM Wealth Advisors
Ohio
$209K
BFO
2312
Biltmore Family Office
North Carolina
$209K
AGA
2313
Arkos Global Advisors
Texas
$209K
FFC
2314
First Financial Corp
Indiana
$209K
GHA
2315
Granite Harbor Advisors
Texas
$209K
DJYG
2316
David J. Yvars Group
Florida
$209K
DDC
2317
DF Dent & Co
Maryland
$209K
Financial Engines Advisors
2318
Financial Engines Advisors
California
$208K
PIN
2319
Prudent Investors Network
California
$208K
HCM
2320
Hengehold Capital Management
Ohio
$208K
RB
2321
Renasant Bank
Mississippi
$207K
SH
2322
SLT Holdings
Arizona
$207K
PAMG
2323
Patton Albertson Miller Group
Tennessee
$206K
NFP
2324
Narus Financial Partners
Utah
$206K
SFA
2325
Semmax Financial Advisors
North Carolina
$206K