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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
FP
2451
Financial Perspectives
Minnesota
$62.1K
WPA
2452
Wealth Preservation Advisors
Tennessee
$60.8K
AWM
2453
AllSquare Wealth Management
New York
$60.3K
SCB
2454
Saudi Central Bank
Saudi Arabia
$59.7K
S
2455
Sachetta
Massachusetts
$59K
RFS
2456
Richardson Financial Services
Massachusetts
$58.9K
EWA
2457
EQ Wealth Advisors
Texas
$57.8K
JFA
2458
JNBA Financial Advisors
Minnesota
$57.6K
FAM
2459
Flaharty Asset Management
Florida
$56.2K
CAWM
2460
Capital A Wealth Management
Pennsylvania
$55.5K
JGIA
2461
Jackson Grant Investment Advisers
Connecticut
$54.6K
ACA
2462
Atlas Capital Advisors
Wyoming
$54.6K
NRWA
2463
North Ridge Wealth Advisors
Oregon
$53.8K
CCC
2464
Chelsea Counsel Company
California
$53.8K
SA
2465
SRH Advisors
Kansas
$53.8K
IFS
2466
Intelligent Financial Strategies
Minnesota
$52.2K
GP
2467
Greenline Partners
New York
$51.9K
OAJ
2468
Ogorek Anthony Joseph
New York
$51K
RFG
2469
REAP Financial Group
Texas
$48.8K
NIM
2470
Nexus Investment Management
Ontario, Canada
$48.4K
RF
2471
Roxbury Financial
New Jersey
$47.7K
GWSG
2472
GPS Wealth Strategies Group
Colorado
$47.6K
FNWA
2473
Financial Network Wealth Advisors
Utah
$46.4K
CWP
2474
Concord Wealth Partners
Virginia
$46.3K
RF
2475
Rossby Financial
Florida
$46.1K