AXP icon

American Express

2,719 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,719
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Cornerstone Advisors
North Carolina
$12M
Nomura Holdings
502
Nomura Holdings
Japan
$11.8M
DADC
503
D.A. Davidson & Co
Montana
$11.8M
JFG
504
Jefferies Financial Group
New York
$11.7M
SCA
505
Stokes Capital Advisors
South Carolina
$11.7M
JC
506
Jacobs & Co
California
$11.6M
NFGCM
507
Norman Fields Gottscho Capital Management
New York
$11.6M
CWP
508
Cyndeo Wealth Partners
Florida
$11.6M
SF
509
Summit Financial
New Jersey
$11.6M
KRS
510
Kentucky Retirement Systems
Kentucky
$11.5M
MHC
511
Meyer Handelman Company
New York
$11.4M
CI
512
CX Institutional
Indiana
$11.4M
MIM
513
Martin Investment Management
Florida
$11.4M
WCM
514
Westend Capital Management
California
$11.4M
PAG
515
Private Advisory Group
Washington
$11.3M
RB
516
Rodgers Brothers
Pennsylvania
$11.3M
B
517
Bensler
Washington
$11.2M
SAM
518
SP Asset Management
California
$11.2M
SFI
519
Susquehanna Fundamental Investments
Pennsylvania
$11.1M
LF
520
Longbow Finance
Switzerland
$11.1M
ELC
521
Edgar Lomax Company
Virginia
$11M
QCG
522
Quadrant Capital Group
Ohio
$11M
IEFM
523
IQ EQ Fund Management
Ireland
$11M
EH
524
Equitable Holdings
New York
$11M
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$10.9M