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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
MCI
2376
MRP Capital Investments
Georgia
$157K
BGAI
2377
Bruce G. Allen Investments
Colorado
$156K
WBWA
2378
William B. Walkup & Associates
South Carolina
$152K
WPA
2379
West Paces Advisors
Georgia
$147K
SNB
2380
Security National Bank
Nebraska
$146K
MAFA
2381
MJT & Associates Financial Advisory
Minnesota
$146K
VWA
2382
VSM Wealth Advisory
Maryland
$143K
SC
2383
Stephens Consulting
Michigan
$135K
CCMI
2384
Creative Capital Management Investments
California
$135K
CIA
2385
Cape Investment Advisory
Georgia
$134K
CVM
2386
Cheviot Value Management
California
$132K
LCM
2387
Logan Capital Management
Pennsylvania
$132K
IWM
2388
IMG Wealth Management
Florida
$132K
JAM
2389
JCIC Asset Management
Ontario, Canada
$126K
NMG
2390
New Millennium Group
Utah
$126K
FPB
2391
First PREMIER Bank
South Dakota
$125K
EPIMS
2392
Evelyn Partners Investment Management Services
$122K
CB
2393
CNB Bank
Pennsylvania
$122K
FFL
2394
Financial Freedom LLC
Ohio
$118K
PP
2395
PrairieView Partners
Minnesota
$118K
HFS
2396
Hantz Financial Services
Michigan
$113K
FC
2397
Fairscale Capital
New Hampshire
$113K
BHWM
2398
Bay Harbor Wealth Management
Maryland
$111K
B
2399
Birchbrook
Maine
$110K
AF
2400
Advisornet Financial
Minnesota
$109K