AXP icon

American Express

2,719 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, 1,004 increasing their positions, 1,030 reducing their positions, and 106 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:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,719
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
FTWA
801
Fifth Third Wealth Advisors
Ohio
$4.47M
DWM
802
Diversify Wealth Management
Utah
$4.46M
PA
803
Parallel Advisors
California
$4.44M
ZF
804
Zhang Financial
Michigan
$4.44M
GD
805
Grandfield & Dodd
New York
$4.42M
BCM
806
Buckhead Capital Management
Georgia
$4.41M
FA
807
Fiduciary Alliance
South Carolina
$4.37M
CWM
808
Compass Wealth Management
Connecticut
$4.36M
BPC
809
Banque Pictet & Cie
Switzerland
$4.36M
BFO
810
Boston Family Office
Massachusetts
$4.35M
GSB
811
Greenfield Savings Bank
Massachusetts
$4.32M
SVWAG
812
Sound View Wealth Advisors Group
Georgia
$4.32M
RWM
813
Ritholtz Wealth Management
New York
$4.32M
CWI
814
Conscious Wealth Investments
Florida
$4.31M
SSWM
815
Smith Salley Wealth Management
North Carolina
$4.3M
BG
816
BDF Gestion
France
$4.28M
JF
817
Jump Financial
Illinois
$4.27M
SWA
818
Strata Wealth Advisors
Texas
$4.27M
BBA
819
BLB&B Advisors
Pennsylvania
$4.25M
ILI
820
Invesco LLC (Illinois)
Illinois
$4.24M
SFO
821
Stenger Family Office
Illinois
$4.24M
IAS
822
Investment Advisory Services
Texas
$4.2M
BJL
823
Brighton Jones LLC
Washington
$4.2M
CC
824
Constitution Capital
Connecticut
$4.2M
TIAAOA
825
Teachers Insurance & Annuity Association of America
New York
$4.19M