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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 %
WPA
2376
West Paces Advisors
Georgia
$147K
SNB
2377
Security National Bank
Nebraska
$146K -$4.31K -16 -3%
MAFA
2378
MJT & Associates Financial Advisory
Minnesota
$146K +$146K +543 New
VWA
2379
VSM Wealth Advisory
Maryland
$143K
SC
2380
Stephens Consulting
Michigan
$135K +$61.1K +227 +83%
CCMI
2381
Creative Capital Management Investments
California
$135K
CIA
2382
Cape Investment Advisory
Georgia
$134K -$269 -1 -0.2%
CVM
2383
Cheviot Value Management
California
$132K +$132K +475 New
LCM
2384
Logan Capital Management
Pennsylvania
$132K -$4.04K -15 -3%
IWM
2385
IMG Wealth Management
Florida
$132K
JAM
2386
JCIC Asset Management
Ontario, Canada
$126K
NMG
2387
New Millennium Group
Utah
$126K -$5.92K -22 -4%
FPB
2388
First PREMIER Bank
South Dakota
$125K
EPIMS
2389
Evelyn Partners Investment Management Services
$122K +$122K +3,309 New
CB
2390
CNB Bank
Pennsylvania
$122K -$1.35K -5 -1%
FFL
2391
Financial Freedom LLC
Ohio
$118K
PP
2392
PrairieView Partners
Minnesota
$118K
HFS
2393
Hantz Financial Services
Michigan
$113K +$2.97K +11 +3%
FC
2394
Fairscale Capital
New Hampshire
$113K
BHWM
2395
Bay Harbor Wealth Management
Maryland
$111K +$2.15K +8 +2%
B
2396
Birchbrook
Maine
$110K
AF
2397
Advisornet Financial
Minnesota
$109K -$29.8K -111 -22%
BHWM
2398
Beaird Harris Wealth Management
Texas
$108K
FMB
2399
Field & Main Bank
Kentucky
$108K
BPAMU
2400
BTG Pactual Asset Management US
New York
$107K +$107K +397 New