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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
IWC
701
Integrated Wealth Concepts
Massachusetts
$6.17M
CPC
702
CFC Planning Company
Indiana
$6.08M
PCI
703
Pacifica Capital Investments
Texas
$5.99M
SI
704
Stephens Inc
Arkansas
$5.98M
VFA
705
Valeo Financial Advisors
Indiana
$5.97M
KFS
706
Kurt F. Somerville
$5.95M
ECM
707
ExodusPoint Capital Management
New York
$5.95M
CIC
708
Chase Investment Counsel
Virginia
$5.93M
CA
709
Callahan Advisors
Texas
$5.92M
CT
710
Caldwell Trust
Florida
$5.89M
TLP
711
Trinity Legacy Partners
Texas
$5.86M
VA
712
Vident Advisory
Georgia
$5.85M
GT
713
Glenview Trust
Kentucky
$5.78M
ECM
714
Elgethun Capital Management
South Dakota
$5.76M
GL
715
GHE LLC
Tennessee
$5.75M
NMIMC
716
Northwestern Mutual Investment Management Company
Wisconsin
$5.75M
WIS
717
Wright Investors Service
Connecticut
$5.72M
CCM
718
Cullen Capital Management
New York
$5.7M
VanEck Associates
719
VanEck Associates
New York
$5.68M
TS
720
Triglav Skladi
Slovenia
$5.65M
NA
721
Nordwand Advisors
Pennsylvania
$5.63M
PTCG
722
Pring Turner Capital Group
California
$5.62M
WA
723
WP Advisors
California
$5.62M
DAS
724
Dynamic Advisor Solutions
Arizona
$5.61M
AWM
725
Apollon Wealth Management
South Carolina
$5.6M