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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
SIG
451
Stonegate Investment Group
Alabama
$14.9M
ERIC
452
Eagle Rock Investment Company
Georgia
$14.8M
SCM
453
Shelton Capital Management
Colorado
$14.8M
HVIA
454
Hudson Valley Investment Advisors
New York
$14.7M
KPWS
455
Kestra Private Wealth Services
Texas
$14.3M
SWM
456
Stockman Wealth Management
Montana
$14.3M
BBHC
457
Brown Brothers Harriman & Co
New York
$14.3M
Ninety One (UK)
458
Ninety One (UK)
United Kingdom
$14.2M
LG
459
LaFleur & Godfrey
Michigan
$14.1M
UF
460
Univest Financial
Pennsylvania
$14.1M
DT
461
Diversified Trust
Tennessee
$14M
GAM
462
Griffin Asset Management
New York
$13.9M
SC
463
Searle & Co
Connecticut
$13.9M
VCAM
464
Van Cleef Asset Management
Ohio
$13.8M
SIM
465
Sprucegrove Investment Management
Ontario, Canada
$13.8M
KA
466
Kintegral Advisory
New York
$13.8M
SJL
467
Shayne & Jacobs LLC
Tennessee
$13.7M
WF
468
WoodTrust Financial
Wisconsin
$13.6M
NB
469
Norinchukin Bank
Japan
$13.4M
SIM
470
Stratos Investment Management
Ohio
$13.3M
SMI
471
Shelter Mutual Insurance
Missouri
$13.2M
AF
472
Avanza Fonder
Sweden
$13.2M
PCH
473
Polar Capital Holdings
United Kingdom
$13.2M
CSP
474
Cary Street Partners
Virginia
$13.2M
NI
475
NFC Investments
Tennessee
$13.2M