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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
TA
2801
TrueWealth Advisors
Alabama
NWWA
2802
New Wave Wealth Advisors
Arkansas
Q
2803
QVR
California
RL
2804
Retireful LLC
Michigan
EFL
2805
ERn Financial LLC
Wisconsin
FCM
2806
Fourpath Capital Management
Oklahoma
TBWA
2807
Three Bridge Wealth Advisors
California
TFA
2808
Trinity Financial Advisors
Ohio
TPWA
2809
Twin Peaks Wealth Advisors
California
BWS
2810
Buck Wealth Strategies
Colorado
AGC
2811
Aspen Grove Capital
Colorado
CWP
2812
Curated Wealth Partners
California
GFG
2813
Goldstone Financial Group
Illinois
FF
2814
Foronjy Financial
California
BWM
2815
BCS Wealth Management
Tennessee
LWA
2816
Lantern Wealth Advisors
New York
BCMLT
2817
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2818
Wood Tarver Financial Group
Idaho
WA
2819
Whipplewood Advisors
Colorado
PFG
2820
Putney Financial Group
California
WCM
2821
Winthrop Capital Management
Indiana
TIM
2822
Total Investment Management
Arizona
IIM
2823
Intact Investment Management
Quebec, Canada
EC
2824
Elequin Capital
New York
SO
2825
Sierra Ocean
California