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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
BHWM
2401
Beaird Harris Wealth Management
Texas
$108K
FMB
2402
Field & Main Bank
Kentucky
$108K
BPAMU
2403
BTG Pactual Asset Management US
New York
$107K
BCMLT
2404
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K
AWM
2405
Activest Wealth Management
Florida
$104K
BIA
2406
Bell Investment Advisors
California
$101K
AEPWM
2407
Atlantic Edge Private Wealth Management
Florida
$101K
BWM
2408
Bernard Wealth Management
Michigan
$99.5K
AT
2409
Avalon Trust
New Mexico
$99.3K
CMP
2410
Coston McIsaac & Partners
Maine
$96K
GCM
2411
GKV Capital Management
California
$94.2K
IWMWV
2412
Ironwood Wealth Management (West Virginia)
West Virginia
$93.1K
SL
2413
Salomon & Ludwin
Virginia
$92.8K
CFD
2414
Creative Financial Designs
Indiana
$92.8K
HNW
2415
High Note Wealth
Minnesota
$92K
GG
2416
Gleason Group
Kentucky
$91.7K
GCM
2417
Gables Capital Management
Florida
$91.5K
PCFFS
2418
Pacific Center for Financial Services
California
$89.1K
RA
2419
Rise Advisors
New York
$88.1K
HCM
2420
Hollencrest Capital Management
California
$88K
CAC
2421
Core Alternative Capital
Georgia
$86.6K
Bank Julius Baer & Co
2422
Bank Julius Baer & Co
Switzerland
$86.1K
C
2423
Covestor
United Kingdom
$85K
NCM
2424
Northwest Capital Management
Oregon
$84.2K
CBT
2425
Crews Bank & Trust
Florida
$83.9K