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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
WDG
2326
Wealth Dimensions Group
Ohio
$205K
PA
2327
Probity Advisors
Texas
$204K
FCCM
2328
First City Capital Management
Georgia
$204K
SW
2329
SkyOak Wealth
Michigan
$203K
HGWM
2330
Horst & Graben Wealth Management
Oregon
$203K
VC
2331
Veery Capital
Delaware
$203K
ACG
2332
Allen Capital Group
Nebraska
$203K
WI
2333
Wedgewood Investors
Pennsylvania
$202K
CB
2334
Chris Bulman
California
$202K
LIA
2335
LBMC Investment Advisors
Tennessee
$202K
NBWM
2336
North Berkeley Wealth Management
California
$202K
PDL
2337
Portfolio Design Labs
California
$202K
MWM
2338
Maridea Wealth Management
New York
$202K
CWA
2339
Canvas Wealth Advisors
Kansas
$201K
SA
2340
Shilanski & Associates
Alaska
$201K
CPL
2341
CAP Partners LLC
Tennessee
$201K
SPF
2342
South Plains Financial
Texas
$199K
SGC
2343
Slocum, Gordon & Co
Rhode Island
$193K
PSFG
2344
Park Square Financial Group
Georgia
$193K
SWIM
2345
Smallwood Wealth Investment Management
New Jersey
$192K
WIM
2346
Westside Investment Management
California
$192K
WF
2347
Wayfinding Financial
Washington
$189K
MTIM
2348
Marathon Trading Investment Management
Pennsylvania
$189K
FNWM
2349
Financial Network Wealth Management
Utah
$188K
FMTCOCP
2350
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K