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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
FAM
2501
Fenimore Asset Management
New York
$201K
GJWM
2502
Gilliland Jeter Wealth Management
Arkansas
$201K
FAT
2503
First American Trust
California
$200K
LC
2504
Lavaca Capital
Texas
$196K
LI
2505
LRI Investments
Florida
$194K
CFS
2506
CGC Financial Services
Oregon
$193K
SIS
2507
Strategic Investment Solutions
Illinois
$191K
AA
2508
Addison Advisors
Vermont
$189K
WBWA
2509
William B. Walkup & Associates
South Carolina
$188K
FGAM
2510
Financial Gravity Asset Management
Texas
$187K
MCI
2511
MRP Capital Investments
Georgia
$186K
SC
2512
Stephens Consulting
Michigan
$185K
SSG
2513
Summit Securities Group
New York
$185K
AWM
2514
Activest Wealth Management
Florida
$183K
CAIM
2515
Catherine Avery Investment Management
Florida
$183K
FCT
2516
First Community Trust
Iowa
$183K
MAFA
2517
MJT & Associates Financial Advisory
Minnesota
$180K
IUHSA
2518
Itau Unibanco Holding S.A.
Brazil
$180K
PPC
2519
Park Place Capital
Alabama
$180K
VWA
2520
VSM Wealth Advisory
Maryland
$177K
FWA
2521
Flagship Wealth Advisors
Massachusetts
$176K
WPA
2522
Wealth Preservation Advisors
Tennessee
$175K
AI
2523
AXS Investments
New York
$175K
CVM
2524
Cheviot Value Management
California
$171K
IWM
2525
IMG Wealth Management
Florida
$169K