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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
BCM
626
Bretton Capital Management
California
$7.67M
IWS
627
Insight Wealth Strategies
California
$7.64M
RC
628
RBF Capital
California
$7.64M
WS
629
Wedbush Securities
California
$7.63M
BZWA
630
Blue Zone Wealth Advisors
California
$7.6M
NGA
631
Naples Global Advisors
Florida
$7.6M
VT
632
Vise Technologies
New York
$7.57M
SCP
633
Sandhill Capital Partners
New York
$7.53M
VCA
634
Verdence Capital Advisors
Maryland
$7.51M
FIB
635
First Interstate Bank
Montana
$7.5M
JEST
636
JTC Employer Solutions Trustee
Jersey
$7.47M
GC
637
Guggenheim Capital
Illinois
$7.46M
B
638
Bailard
California
$7.44M
AG
639
AlTi Global
New York
$7.43M
CFO
640
Callan Family Office
Pennsylvania
$7.42M
CT
641
Chicago Trust
Illinois
$7.41M
OAC
642
OMERS Administration Corp
Ontario, Canada
$7.41M
CFSG
643
Community Financial Services Group
Vermont
$7.39M
WCM
644
Wisconsin Capital Management
Wisconsin
$7.39M
SW
645
SteelPeak Wealth
California
$7.38M
FM
646
Family Management
New York
$7.37M
BCV
647
Banque Cantonale Vaudoise
Switzerland
$7.32M
LGF
648
LGT Group Foundation
Liechtenstein
$7.29M
UB
649
UMB Bank
Missouri
$7.27M
BCAM
650
Boston Common Asset Management
Massachusetts
$7.27M