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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
AI
426
Atria Investments
North Carolina
$16.5M
SCTC
427
Sanibel Captiva Trust Company
Florida
$16.4M
CAM
428
Cresset Asset Management
Illinois
$16.3M
SCM
429
Stanley Capital Management
Texas
$16.2M
VRS
430
Virginia Retirement Systems
Virginia
$16.2M
ATC
431
Argent Trust Co
Tennessee
$16.1M
PA
432
Perennial Advisors
New York
$16.1M
PAG
433
Private Advisor Group
New Jersey
$16.1M
SIG
434
Sky Investment Group
Connecticut
$15.9M
RP
435
Rice Partnership
Hawaii
$15.8M
CA
436
Cullinan Associates
Kentucky
$15.8M
CA
437
Clearstead Advisors
Ohio
$15.8M
TNB
438
Thomasville National Bank
Georgia
$15.7M
JAFL
439
Jay A. Fishman Ltd
Michigan
$15.7M
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$15.7M
KOCAA
441
Knights of Columbus Asset Advisors
Connecticut
$15.7M
CIA
442
Choate Investment Advisors
Massachusetts
$15.7M
SWIG
443
Strategic Wealth Investment Group
Kentucky
$15.7M
IMPI
444
Ilmarinen Mutual Pension Insurance
Finland
$15.6M
FBB
445
Fulton Breakefield Broenniman
Maryland
$15.4M
AAIS
446
ABN AMRO Investment Solutions
$15.3M
GFG
447
Greystone Financial Group
Michigan
$15.3M
MWM
448
Modern Wealth Management
Kansas
$15.1M
Balyasny Asset Management
449
Balyasny Asset Management
Illinois
$15M
TFA
450
Teamwork Financial Advisors
Texas
$15M