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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
HWM
2676
HighMark Wealth Management
Minnesota
$14.3K
MBFW
2677
Morton Brown Family Wealth
Pennsylvania
$13.3K
VWA
2678
Valued Wealth Advisors
Utah
$13K
EPAM
2679
Evelyn Partners Asset Management
$12.6K
DCM
2680
Davidson Capital Management
Texas
$12.3K
RBC
2681
Roble Belko & Company
Pennsylvania
$12K
AFWM
2682
Abich Financial Wealth Management
Virginia
$11.6K
GIM
2683
Gold Investment Management
Alberta, Canada
$11K
RTL
2684
Red Tortoise LLC
Georgia
$10.6K
OA
2685
Operose Advisors
Wisconsin
$9.96K
KSB
2686
Kennebec Savings Bank
Maine
$9.63K
WWA
2687
Wealth Watch Advisors
Colorado
$9.63K
FFA
2688
Frazier Financial Advisors
Ohio
$9.3K
TFGT
2689
TS Financial Group (TSFG)
Illinois
$9K
EWP
2690
Elevation Wealth Partners
California
$8.97K
LFA
2691
LGT Financial Advisors
Texas
$8.97K
AF
2692
Aviso Financial
Ontario, Canada
$8.97K
IFS
2693
Intelligent Financial Strategies
Minnesota
$8.3K
HFS
2694
Horizon Financial Services
North Carolina
$7.97K
CJ
2695
Caitlin John
Michigan
$7.81K
AP
2696
Atwood & Palmer
Missouri
$7.64K
LIA
2697
Luken Investment Analytics
Tennessee
$7.31K
HAP
2698
Harbor Asset Planning
Massachusetts
$7.31K
NWM
2699
Nova Wealth Management
Florida
$7.23K
MSFP
2700
Mark Sheptoff Financial Planning
Connecticut
$6.97K