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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
RFG
2526
REAP Financial Group
Texas
$166K
CCMI
2527
Creative Capital Management Investments
California
$166K
SNB
2528
Security National Bank
Nebraska
$154K
DMBA
2529
Deseret Mutual Benefit Administrators
Utah
$153K
BHWM
2530
Bay Harbor Wealth Management
Maryland
$152K
BGAI
2531
Bruce G. Allen Investments
Colorado
$151K
RS
2532
Rakuten Securities
Japan
$150K
FFL
2533
Financial Freedom LLC
Ohio
$146K
SIS
2534
Sound Income Strategies
Florida
$145K
OP
2535
ORG Partners
Indiana
$142K
BHWM
2536
Beaird Harris Wealth Management
Texas
$142K
FC
2537
Fairscale Capital
New Hampshire
$139K
B
2538
Birchbrook
Maine
$136K
JAM
2539
JCIC Asset Management
Ontario, Canada
$136K
BIA
2540
Bell Investment Advisors
California
$135K
KFA
2541
Kelleher Financial Advisors
New York
$135K
FMB
2542
Field & Main Bank
Kentucky
$133K
AEPWM
2543
Atlantic Edge Private Wealth Management
Florida
$131K
GKIM
2544
GW&K Investment Management
Massachusetts
$127K
BWM
2545
Bernard Wealth Management
Michigan
$122K
KFP
2546
Kerr Financial Planning
California
$122K
HCM
2547
Hollencrest Capital Management
California
$121K
T
2548
TOBAM
France
$120K
RA
2549
Rise Advisors
New York
$119K
IWMWV
2550
Ironwood Wealth Management (West Virginia)
West Virginia
$119K