AXP icon

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
EHWM
951
Eads & Heald Wealth Management
Georgia
$3.11M
CCG
952
Ceeto Capital Group
Florida
$3.11M
BA
953
Bridgewater Advisors
New York
$3.11M
TE
954
Tema ETFs
New York
$3.1M
BIA
955
Beacon Investment Advisors
Maryland
$3.1M
BPWM
956
BCS Private Wealth Management
New Jersey
$3.1M
PCS
957
Personal CFO Solutions
New Jersey
$3.09M
FWA
958
FOCUS Wealth Advisors
Texas
$3.08M
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$3.08M
NAM
960
NTV Asset Management
West Virginia
$3.06M
ALAM
961
Asahi Life Asset Management
Japan
$3.06M
ACL
962
Applied Capital LLC
Florida
$3.05M
MYLI
963
Meiji Yasuda Life Insurance
Japan
$3.05M
SS
964
SBI Securities
Japan
$3.04M
EAM
965
EFG Asset Management
Oregon
$3.04M
AIM
966
Anchor Investment Management
South Carolina
$3.04M
TBNY
967
Trustco Bank (New York)
New York
$3.04M
PI
968
Pettee Investors
Connecticut
$3.03M
QI
969
Qtron Investments
Massachusetts
$3.03M
IA
970
IFC Advisors
California
$3.02M
Verition Fund Management
971
Verition Fund Management
Connecticut
$3.02M
PCG
972
Prosperity Consulting Group
Maryland
$3.01M
BAM
973
Bell Asset Management
Australia
$3.01M
FSA
974
Financial Security Advisor
Virginia
$3M
WMA
975
West Michigan Advisors
Michigan
$3M