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American Express

2,586 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, 940 increasing their positions, 1,037 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,586
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.13%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
181
Increased
940
Reduced
1,037
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Shares
Change %
WCMN
2351
Westchester Capital Management (Nebraska)
Nebraska
$178K
SIS
2352
Sound Income Strategies
Florida
$177K +$29.6K +110 +20%
FFO
2353
Fortitude Family Office
Arizona
$174K -$5.92K -22 -3%
IAS
2354
IMA Advisory Services
Colorado
$173K +$173K +644 New
LB
2355
Legacy Bridge
Iowa
$172K
TFIPS
2356
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K +$24.2K +90 +16%
1IA
2357
1620 Investment Advisors
Massachusetts
$172K
W
2358
WealthCollab
Washington
$172K
IHWM
2359
Iron Horse Wealth Management
Iowa
$171K -$7.8K -29 -4%
DMBA
2360
Deseret Mutual Benefit Administrators
Utah
$171K +$33.9K +126 +25%
SOW
2361
State of Wyoming
Wyoming
$171K +$171K +635 New
WPWM
2362
Western Pacific Wealth Management
Illinois
$171K
IUHSA
2363
Itau Unibanco Holding S.A.
Brazil
$170K -$18.6K -69 -10%
FMP
2364
Financial Management Professionals
Texas
$169K +$269 +1 +0.2%
CWM
2365
Centricity Wealth Management
Ohio
$169K +$12.4K +46 +8%
T
2366
Tidemark
California
$168K +$7.8K +29 +5%
MWM
2367
Mascoma Wealth Management
New Hampshire
$167K
TCA
2368
Trifecta Capital Advisors
Illinois
$166K
FCT
2369
First Community Trust
Iowa
$164K
AA
2370
Addison Advisors
Vermont
$161K +$7.8K +29 +5%
AGWCA
2371
Annis Gardner Whiting Capital Advisors
Florida
$160K -$5.11K -19 -3%
SIS
2372
Strategic Investment Solutions
Illinois
$159K +$1.88K +7 +1%
MCI
2373
MRP Capital Investments
Georgia
$157K
BGAI
2374
Bruce G. Allen Investments
Colorado
$156K -$11.6K -43 -7%
WBWA
2375
William B. Walkup & Associates
South Carolina
$152K