AXP icon

American Express

2,718 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,718
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
2551
Global Wealth Strategies & Associates
Colorado
$100K
OPTFSNA
2552
Old Point Trust & Financial Services N A
Virginia
$100K
C
2553
Covestor
United Kingdom
$100K
GEA
2554
Glen Eagle Advisors
New Jersey
$98.4K
PB
2555
Pinnacle Bancorp
Nebraska
$97.7K
GK
2556
Graney & King
New York
$97.2K
TC
2557
Tacita Capital
Ontario, Canada
$96.3K
SIC
2558
SJS Investment Consulting
Ohio
$96K
RDFA
2559
Ritter Daniher Financial Advisory
Ohio
$95.7K
PWMG
2560
Private Wealth Management Group
New Jersey
$94.3K
RF
2561
Rossby Financial
Florida
$89.7K
VWM
2562
Vermillion Wealth Management
Minnesota
$89.3K
Q1WB
2563
Quest 10 Wealth Builders
Virginia
$89.3K
WAG
2564
Wiser Advisor Group
Arizona
$88K
TFA
2565
Transamerica Financial Advisors
Florida
$87K
AWM
2566
Accredited Wealth Management
Kentucky
$85.9K
AT
2567
Avalon Trust
New Mexico
$84K
WA
2568
WPG Advisers
Maryland
$83.4K
FCMT
2569
Founders Capital Management (Texas)
Texas
$83K
FWM
2570
FSA Wealth Management
Massachusetts
$80.7K
S
2571
Sachetta
Massachusetts
$78.3K
OAJ
2572
Ogorek Anthony Joseph
New York
$77K
FP
2573
Financial Perspectives
Minnesota
$76.9K
SVWA
2574
Sarver Vrooman Wealth Advisors
Missouri
$75.1K
FG
2575
Fairman Group
Pennsylvania
$73.1K