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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
MWM
901
Mission Wealth Management
California
$3.44M
ACIM
902
Azimuth Capital Investment Management
Michigan
$3.44M
PFA
903
Peak Financial Advisors
Colorado
$3.43M
AA
904
Argent Advisors
Louisiana
$3.42M
WB
905
Webster Bank
Connecticut
$3.42M
HSA
906
HBK Sorce Advisory
Pennsylvania
$3.4M
CPSC
907
Carl P. Sherr & Co
Massachusetts
$3.4M
BO
908
Bank OZK
Arkansas
$3.39M
LT
909
Lindsell Train
United Kingdom
$3.39M
MGIA
910
Moneta Group Investment Advisors
Missouri
$3.38M
LSA
911
L & S Advisors
California
$3.38M
Empower Advisory Group
912
Empower Advisory Group
Colorado
$3.37M
OPCM
913
Osborne Partners Capital Management
California
$3.36M
DS
914
DRW Securities
Illinois
$3.35M
ISL
915
Ingalls & Snyder LLC
New York
$3.35M
SCM
916
SOL Capital Management
Maryland
$3.35M
AP
917
Americana Partners
Texas
$3.34M
WFC
918
Western Financial Corp
California
$3.33M
CCP
919
Cunning Capital Partners
North Carolina
$3.33M
VST
920
Van Strum & Towne
California
$3.32M
GIO
921
Galilei Investment Office
United Kingdom
$3.31M
UHC
922
Union Heritage Capital
Michigan
$3.31M
CA
923
Cannon Advisors
North Carolina
$3.3M
MC
924
Moors & Cabot
Massachusetts
$3.3M
XWM
925
Xcel Wealth Management
Florida
$3.3M