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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
IVP
926
Intrinsic Value Partners
Arizona
$3.3M
IAS
927
Insigneo Advisory Services
Florida
$3.29M
LFAS
928
Level Four Advisory Services
Texas
$3.28M
DAM
929
Doheny Asset Management
California
$3.27M
DWM
930
Dynasty Wealth Management
Florida
$3.27M
IPW
931
Inlet Private Wealth
Florida
$3.27M
KC
932
Knuff & Co
California
$3.27M
WWM
933
Wolff Wiese Magana
California
$3.25M
TC
934
TAGStone Capital
North Carolina
$3.24M
ATPW
935
Ashton Thomas Private Wealth
Arizona
$3.24M
IFWM
936
Institute for Wealth Management
Colorado
$3.23M
RCAG
937
Rehmann Capital Advisory Group
Michigan
$3.22M
SC
938
Sawyer & Company
Massachusetts
$3.22M
RCM
939
RB Capital Management
Nevada
$3.19M
FWCM
940
Ferguson Wellman Capital Management
Oregon
$3.19M
GCC
941
Guardian Capital (Canada)
Ontario, Canada
$3.18M
NL
942
NVWM LLC
Pennsylvania
$3.18M
A
943
AustralianSuper
Australia
$3.18M
PWM
944
Parkshore Wealth Management
California
$3.17M
CA
945
CSM Advisors
Pennsylvania
$3.17M
RG
946
Rathbones Group
United Kingdom
$3.16M
USCWA
947
U.S. Capital Wealth Advisors
Texas
$3.16M
FCM
948
Fire Capital Management
California
$3.15M
LWM
949
Lodestone Wealth Management
Washington
$3.14M
KW
950
KWB Wealth
California
$3.14M