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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
WANY
876
Wealthspire Advisors (New York)
New York
$3.67M
GFA
877
Gifford Fong Associates
California
$3.65M
FIM
878
Fruth Investment Management
Texas
$3.65M
SJIM
879
St. Johns Investment Management
Florida
$3.64M
KIA
880
KCM Investment Advisors
California
$3.64M
RBWA
881
RFG - Bristol Wealth Advisors
Massachusetts
$3.62M
TBT
882
Texas Bank & Trust
Texas
$3.61M
EW
883
Evoke Wealth
California
$3.6M
AWM
884
Arista Wealth Management
Nevada
$3.6M
VWM
885
Venturi Wealth Management
Texas
$3.57M
AIM
886
AHL Investment Management
Florida
$3.57M
PFBT
887
Parkside Financial Bank & Trust
Missouri
$3.57M
OAM
888
Ostrum Asset Management
France
$3.57M
SFS
889
Sowell Financial Services
Arkansas
$3.52M
PWP
890
Private Wealth Partners
California
$3.52M
PDM
891
Penn Davis McFarland
Texas
$3.51M
MJP
892
Michael J. Puzo
$3.51M
SPC
893
Sigma Planning Corp
Michigan
$3.5M
ECM
894
Evergreen Capital Management
Washington
$3.5M
QI
895
QV Investors
Alberta, Canada
$3.49M
ST
896
Smithfield Trust
Pennsylvania
$3.48M
COI
897
Connable Office Inc
Michigan
$3.48M
IWM
898
IHT Wealth Management
Illinois
$3.46M
MSE
899
MUFG Securities EMEA
United Kingdom
$3.45M
PFSC
900
Peoples Financial Services Corp
Pennsylvania
$3.45M