AXP icon

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
CFD
2551
Creative Financial Designs
Indiana
$117K
HNW
2552
High Note Wealth
Minnesota
$114K
GG
2553
Gleason Group
Kentucky
$114K
GCM
2554
Gables Capital Management
Florida
$113K
RFS
2555
Richardson Financial Services
Massachusetts
$112K
FIM
2556
FWL Investment Management
Texas
$111K
PCFFS
2557
Pacific Center for Financial Services
California
$110K
BCM
2558
Boreal Capital Management
Florida
$105K
MMCM
2559
Murphy & Mullick Capital Management
New York
$105K
NCM
2560
Northwest Capital Management
Oregon
$104K
CBT
2561
Crews Bank & Trust
Florida
$104K
OPTFSNA
2562
Old Point Trust & Financial Services N A
Virginia
$100K
GWSA
2563
Global Wealth Strategies & Associates
Colorado
$100K
C
2564
Covestor
United Kingdom
$100K
GEA
2565
Glen Eagle Advisors
New Jersey
$98.4K
PB
2566
Pinnacle Bancorp
Nebraska
$97.7K
GK
2567
Graney & King
New York
$97.2K
TC
2568
Tacita Capital
Ontario, Canada
$96.3K
SIC
2569
SJS Investment Consulting
Ohio
$96K
RDFA
2570
Ritter Daniher Financial Advisory
Ohio
$95.7K
PWMG
2571
Private Wealth Management Group
New Jersey
$94.3K
RF
2572
Rossby Financial
Florida
$89.7K
VWM
2573
Vermillion Wealth Management
Minnesota
$89.3K
Q1WB
2574
Quest 10 Wealth Builders
Virginia
$89.3K
WAG
2575
Wiser Advisor Group
Arizona
$88K