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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
BWL
2351
Bogart Wealth LLC
Virginia
$185K
PWMG
2352
Prestige Wealth Management Group
New Jersey
$183K
KTC
2353
Kentucky Trust Company
Kentucky
$183K
WCMN
2354
Westchester Capital Management (Nebraska)
Nebraska
$178K
SIS
2355
Sound Income Strategies
Florida
$177K
FFO
2356
Fortitude Family Office
Arizona
$174K
IAS
2357
IMA Advisory Services
Colorado
$173K
LB
2358
Legacy Bridge
Iowa
$172K
TFIPS
2359
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K
1IA
2360
1620 Investment Advisors
Massachusetts
$172K
W
2361
WealthCollab
Washington
$172K
IHWM
2362
Iron Horse Wealth Management
Iowa
$171K
DMBA
2363
Deseret Mutual Benefit Administrators
Utah
$171K
SOW
2364
State of Wyoming
Wyoming
$171K
WPWM
2365
Western Pacific Wealth Management
Illinois
$171K
IUHSA
2366
Itau Unibanco Holding S.A.
Brazil
$170K
FMP
2367
Financial Management Professionals
Texas
$169K
CWM
2368
Centricity Wealth Management
Ohio
$169K
T
2369
Tidemark
California
$168K
MWM
2370
Mascoma Wealth Management
New Hampshire
$167K
TCA
2371
Trifecta Capital Advisors
Illinois
$166K
FCT
2372
First Community Trust
Iowa
$164K
AA
2373
Addison Advisors
Vermont
$161K
AGWCA
2374
Annis Gardner Whiting Capital Advisors
Florida
$160K
SIS
2375
Strategic Investment Solutions
Illinois
$159K