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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
WSFS
801
Wilmington Savings Fund Society
Delaware
$4.48M
FTWA
802
Fifth Third Wealth Advisors
Ohio
$4.47M
DWM
803
Diversify Wealth Management
Utah
$4.46M
PA
804
Parallel Advisors
California
$4.44M
ZF
805
Zhang Financial
Michigan
$4.44M
GD
806
Grandfield & Dodd
New York
$4.42M
BCM
807
Buckhead Capital Management
Georgia
$4.41M
FA
808
Fiduciary Alliance
South Carolina
$4.37M
CWM
809
Compass Wealth Management
Connecticut
$4.36M
BPC
810
Banque Pictet & Cie
Switzerland
$4.36M
BFO
811
Boston Family Office
Massachusetts
$4.35M
GSB
812
Greenfield Savings Bank
Massachusetts
$4.32M
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$4.32M
RWM
814
Ritholtz Wealth Management
New York
$4.32M
CWI
815
Conscious Wealth Investments
Florida
$4.31M
SSWM
816
Smith Salley Wealth Management
North Carolina
$4.3M
BG
817
BDF Gestion
France
$4.28M
JF
818
Jump Financial
Illinois
$4.27M
SWA
819
Strata Wealth Advisors
Texas
$4.27M
BBA
820
BLB&B Advisors
Pennsylvania
$4.25M
ILI
821
Invesco LLC (Illinois)
Illinois
$4.24M
SFO
822
Stenger Family Office
Illinois
$4.24M
IAS
823
Investment Advisory Services
Texas
$4.2M
BJL
824
Brighton Jones LLC
Washington
$4.2M
CC
825
Constitution Capital
Connecticut
$4.2M