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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
PWMG
2426
Private Wealth Management Group
New Jersey
$82.3K
SVWA
2427
Sarver Vrooman Wealth Advisors
Missouri
$81.5K
OPTFSNA
2428
Old Point Trust & Financial Services N A
Virginia
$81.3K
FIM
2429
FWL Investment Management
Texas
$80.7K
GWSA
2430
Global Wealth Strategies & Associates
Colorado
$79.1K
PB
2431
Pinnacle Bancorp
Nebraska
$79.1K
GKIM
2432
GW&K Investment Management
Massachusetts
$79K
TC
2433
Tacita Capital
Ontario, Canada
$78K
CLOS
2434
Compagnie Lombard Odier SCmA
Switzerland
$78K
JFGIW
2435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.6K
HC
2436
Hoese & Co
Minnesota
$75.3K
WA
2437
WPG Advisers
Maryland
$74.8K
Q1WB
2438
Quest 10 Wealth Builders
Virginia
$72.3K
VWM
2439
Vermillion Wealth Management
Minnesota
$72K
WAG
2440
Wiser Advisor Group
Arizona
$70.9K
PFG
2441
Putney Financial Group
California
$70.5K
WA
2442
Whipplewood Advisors
Colorado
$70K
GK
2443
Graney & King
New York
$69.8K
AG
2444
AmeriFlex Group
Nevada
$69.3K
WTFG
2445
Wood Tarver Financial Group
Idaho
$68.6K
FCMT
2446
Founders Capital Management (Texas)
Texas
$67.3K
GEA
2447
Glen Eagle Advisors
New Jersey
$67K
FWM
2448
FSA Wealth Management
Massachusetts
$65.4K
FG
2449
Fairman Group
Pennsylvania
$65.3K
RDFA
2450
Ritter Daniher Financial Advisory
Ohio
$64K