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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
AIC
2626
Archer Investment Corporation
Indiana
$41.5K
NIM
2627
Nexus Investment Management
Ontario, Canada
$41.5K
SC
2628
Solstein Capital
California
$40.2K
WOC
2629
West Oak Capital
California
$40.1K
HHMI
2630
Howard Hughes Medical Institute
Maryland
$38.9K
ACA
2631
American Capital Advisory
Idaho
$37.4K
PSFG
2632
Park Square Financial Group
Georgia
$35.9K
CWM
2633
Cranbrook Wealth Management
Michigan
$34.9K
GFL
2634
Granite FO LLC
New Hampshire
$34.5K
CIAS
2635
CBIZ Investment Advisory Services
Ohio
$34.2K
GFWA
2636
Grey Fox Wealth Advisors
Delaware
$33.5K
RJA
2637
Ross\Johnson & Associates
Minnesota
$33.2K
SCA
2638
Stuart Chaussee & Associates
California
$33.2K
STB
2639
S&T Bank
Pennsylvania
$32.2K
AFG
2640
Albion Financial Group
Utah
$29.6K
TCM
2641
TruNorth Capital Management
Michigan
$29.6K
HHGA
2642
Halbert Hargrove Global Advisors
California
$28.9K
GA
2643
Guerra Advisors
Florida
$27.9K
MWPCG
2644
Measured Wealth Private Client Group
New Hampshire
$27.6K
AIM
2645
Access Investment Management
Georgia
$27.2K
DFA
2646
DHJJ Financial Advisors
Illinois
$27.2K
MNA
2647
Manning & Napier Advisors
New York
$26.9K
HC
2648
Hoese & Co
Minnesota
$26.6K
CIA
2649
Cape Investment Advisory
Georgia
$26.2K
VWM
2650
Valley Wealth Managers
New Jersey
$25.2K