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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
TFA
2576
Transamerica Financial Advisors
Florida
$87K
AWM
2577
Accredited Wealth Management
Kentucky
$85.9K
AT
2578
Avalon Trust
New Mexico
$84K
WA
2579
WPG Advisers
Maryland
$83.4K
FCMT
2580
Founders Capital Management (Texas)
Texas
$83K
FWM
2581
FSA Wealth Management
Massachusetts
$80.7K
S
2582
Sachetta
Massachusetts
$78.3K
OAJ
2583
Ogorek Anthony Joseph
New York
$77K
FP
2584
Financial Perspectives
Minnesota
$76.9K
SVWA
2585
Sarver Vrooman Wealth Advisors
Missouri
$75.1K
AWM
2586
AllSquare Wealth Management
New York
$74.4K
FG
2587
Fairman Group
Pennsylvania
$73.1K
JFA
2588
JNBA Financial Advisors
Minnesota
$71.1K
PP
2589
PFS Partners
New Jersey
$70K
FPF
2590
First Pacific Financial
Washington
$69.1K
JGIA
2591
Jackson Grant Investment Advisers
Connecticut
$67.4K
AWM
2592
Abound Wealth Management
Tennessee
$66.6K
NRWA
2593
North Ridge Wealth Advisors
Oregon
$66.4K
CCC
2594
Chelsea Counsel Company
California
$66.4K
SA
2595
SRH Advisors
Kansas
$66.4K
WOSD
2596
WFA of San Diego
California
$63.8K
KG
2597
Kilter Group
New York
$60.8K
DF
2598
Dunhill Financial
United Kingdom
$59.3K
FMP
2599
Financial Management Professionals
Texas
$59.1K
IRAG
2600
Investment Research & Advisory Group
Georgia
$58.2K