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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
AG
751
AIA Group
Hong Kong
$5.18M
MAS
752
Meeder Advisory Services
Ohio
$5.13M
SC
753
SouthState Corp
Florida
$5.07M
AWM
754
AE Wealth Management
Kansas
$5.07M
CAM
755
Covenant Asset Management
New Jersey
$5.07M
SLI
756
Sumitomo Life Insurance
Japan
$5.05M
AIA
757
AssuredPartners Investment Advisors
Florida
$5.04M
2
758
2Xideas
Switzerland
$5.04M
FMWA
759
Forvis Mazars Wealth Advisors
Missouri
$5.02M
CCA
760
Catalyst Capital Advisors
New York
$5.01M
CBA
761
Coastal Bridge Advisors
Connecticut
$5M
EFMC
762
Empire Financial Management Company
New York
$4.99M
OBAM
763
ODDO BHF Asset Management
France
$4.99M
KCM
764
Kerusso Capital Management
North Carolina
$4.99M
Capstone Investment Advisors
765
Capstone Investment Advisors
New York
$4.97M
JAG
766
Journey Advisory Group
Kentucky
$4.95M
DWM
767
Dakota Wealth Management
Florida
$4.95M
BFA
768
Benedict Financial Advisors
Georgia
$4.93M
WC
769
Wynn Capital
Georgia
$4.93M
AMI
770
Amica Mutual Insurance
Rhode Island
$4.92M
SSW
771
Stone Summit Wealth
Florida
$4.92M
BFIM
772
Beese Fulmer Investment Management
Ohio
$4.92M
BBWA
773
Bell & Brown Wealth Advisors
California
$4.9M
FRA
774
Frank Rimerman Advisors
California
$4.89M
EWM
775
Empirical Wealth Management
Washington
$4.88M