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American Express

2,735 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,012 increasing their positions, 1,036 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 1,012 | Existing positions reduced: 1,036

1.32% less ownership

Funds ownership: 84.93%83.61% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 10794 (-13)

Holders
2,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2476
Affinity Capital Advisors
California
$209K
HBT
2477
Heartland Bank & Trust
Illinois
$208K
NPA
2478
Nichols & Pratt Advisers
Massachusetts
$208K
HW
2479
HORAN Wealth
Ohio
$208K
VP
2480
Verum Partners
North Carolina
$207K
MWM
2481
Mascoma Wealth Management
New Hampshire
$206K
PFA
2482
Professional Financial Advisors
Nebraska
$206K
JWM
2483
JPL Wealth Management
Colorado
$206K
RBC
2484
Romano Brothers & Co
Illinois
$206K
VCM
2485
Vision Capital Management
Oregon
$205K
CA
2486
Claris Advisors
Missouri
$205K
TCA
2487
Trifecta Capital Advisors
Illinois
$205K
TCMP
2488
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K
APM
2489
a16z Perennial Management
California
$205K
TW
2490
Traveka Wealth
California
$204K
BFO
2491
Biltmore Family Office
North Carolina
$204K
IF
2492
Intrua Financial
Texas
$203K
ARG
2493
Advisory Resource Group
Oklahoma
$203K
PD
2494
Planning Directions
Pennsylvania
$202K
KBFS
2495
Kohmann Bosshard Financial Services
Ohio
$202K
BPW
2496
BLVD Private Wealth
Kentucky
$202K
TWP
2497
Triad Wealth Partners
Kansas
$202K
RW
2498
Regimen Wealth
Georgia
$202K
WF
2499
Wayfinding Financial
Washington
$201K
KTC
2500
Kentucky Trust Company
Kentucky
$201K