AXP icon

American Express

2,703 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, 999 increasing their positions, 1,022 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 1,022

1.32% less ownership

Funds ownership: 84.84%83.53% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,703
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
KRSITF
776
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M
MC
777
Mathes Company
New York
$4.8M
GWMIA
778
Global Wealth Management Investment Advisory
Florida
$4.73M
TH
779
TCTC Holdings
Texas
$4.71M
EWM
780
Evercore Wealth Management
New York
$4.7M
HIC
781
Hartline Investment Corp
Illinois
$4.69M
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$4.67M
HTC
783
Haverford Trust Company
Pennsylvania
$4.64M
BFA
784
Brendel Financial Advisors
New Hampshire
$4.64M
CC
785
Chicago Capital
Illinois
$4.62M
GIM
786
Goelzer Investment Management
Indiana
$4.59M
TPCW
787
TD Private Client Wealth
New York
$4.59M
AWA
788
Arete Wealth Advisors
Illinois
$4.58M
GI
789
GAMMA Investing
California
$4.58M
PMWMG
790
Parr McKnight Wealth Management Group
Minnesota
$4.58M
JIC
791
Joel Isaacson & Co
New York
$4.58M
MK
792
MASTERINVEST Kapitalanlage
$4.57M
AG
793
Ascent Group
Virginia
$4.55M
GRQ
794
Gardner Russo & Quinn
Pennsylvania
$4.53M
BCM
795
Birmingham Capital Management
Alabama
$4.48M
CW
796
CreativeOne Wealth
Kansas
$4.48M
WSFS
797
Wilmington Savings Fund Society
Delaware
$4.48M
FTWA
798
Fifth Third Wealth Advisors
Ohio
$4.47M
DWM
799
Diversify Wealth Management
Utah
$4.46M
PA
800
Parallel Advisors
California
$4.44M