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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
CMF
2776
Counterpoint Mutual Funds
California
BCG
2777
Bravias Capital Group
New Jersey
QIM
2778
Quantitative Investment Management
Virginia
AT
2779
American Trust
Kentucky
CCA
2780
Cottonwood Capital Advisors
Utah
BCG
2781
BayBridge Capital Group
California
EC
2782
EntryPoint Capital
New York
TA
2783
TFB Advisors
Kansas
RFM
2784
Royal Fund Management
Florida
BWG
2785
Berry Wealth Group
Texas
IGAM
2786
iA Global Asset Management
Quebec, Canada
MPM
2787
MBB Public Markets
Illinois
PSP
2788
Principal Street Partners
Tennessee
CPSAC
2789
Chas P. Smith & Associates (CPS)
Florida
BA
2790
Bellwether Advisors
Nebraska
CNTOF
2791
Canandaigua National Trust of Florida
New York
LCWP
2792
Legacy Capital Wealth Partners
Arkansas
AC
2793
ASB Consultores
Florida
PPWM
2794
PFG Private Wealth Management
Florida
OC
2795
Oarsman Capital
Wisconsin
WP
2796
WealthPLAN Partners
Nebraska
SHWM
2797
Smith & Howard Wealth Management
Georgia
AFA
2798
Antonelli Financial Advisors
Michigan
KFS
2799
Kelly Financial Services
Massachusetts
WDG
2800
Wealth Dimensions Group
Ohio