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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
CA
776
CoreCap Advisors
Michigan
$4.88M
NRG
777
Nemes Rush Group
Michigan
$4.87M
MSA
778
MUFG Securities Americas
New York
$4.86M
ACP
779
Aviance Capital Partners
Florida
$4.83M
KRSITF
780
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M
MC
781
Mathes Company
New York
$4.8M
GWMIA
782
Global Wealth Management Investment Advisory
Florida
$4.73M
TH
783
TCTC Holdings
Texas
$4.71M
EWM
784
Evercore Wealth Management
New York
$4.7M
HIC
785
Hartline Investment Corp
Illinois
$4.69M
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$4.67M
HTC
787
Haverford Trust Company
Pennsylvania
$4.64M
BFA
788
Brendel Financial Advisors
New Hampshire
$4.64M
CC
789
Chicago Capital
Illinois
$4.62M
GIM
790
Goelzer Investment Management
Indiana
$4.59M
TPCW
791
TD Private Client Wealth
New York
$4.59M
AWA
792
Arete Wealth Advisors
Illinois
$4.58M
GI
793
GAMMA Investing
California
$4.58M
PMWMG
794
Parr McKnight Wealth Management Group
Minnesota
$4.58M
JIC
795
Joel Isaacson & Co
New York
$4.58M
MK
796
MASTERINVEST Kapitalanlage
$4.57M
AG
797
Ascent Group
Virginia
$4.55M
GRQ
798
Gardner Russo & Quinn
Pennsylvania
$4.53M
BCM
799
Birmingham Capital Management
Alabama
$4.48M
CW
800
CreativeOne Wealth
Kansas
$4.48M