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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
OAM
976
Oppenheimer Asset Management
New York
$2.98M
BONH
977
Bank of New Hampshire
New Hampshire
$2.98M
SCM
978
Sterling Capital Management
North Carolina
$2.98M
FFO
979
Fiduciary Family Office
Florida
$2.97M
RWB
980
RMR Wealth Builders
New Jersey
$2.96M
BCM
981
Bridgeway Capital Management
Texas
$2.96M
Envestnet Portfolio Solutions
982
Envestnet Portfolio Solutions
Illinois
$2.95M
MWM
983
Mindset Wealth Management
Indiana
$2.95M
O
984
Ossiam
France
$2.94M
PH
985
Pinnacle Holdings
Oklahoma
$2.94M
NFA
986
Northern Financial Advisors
Michigan
$2.92M
PFM
987
Patton Fund Management
Texas
$2.9M
MYIA
988
Mount Yale Investment Advisors
Colorado
$2.9M
SWMG
989
Signature Wealth Management Group
Georgia
$2.89M
RA
990
Rational Advisors
New York
$2.89M
BFA
991
Buttonwood Financial Advisors
Maryland
$2.88M
BIA
992
Bigelow Investment Advisors
Maine
$2.88M
CNBTD
993
Citizens National Bank Trust Department
Mississippi
$2.88M
SAM
994
Smartleaf Asset Management
Massachusetts
$2.88M
BAM
995
Berkshire Asset Management
Pennsylvania
$2.87M
AFG
996
Atomi Financial Group
New York
$2.87M
FB
997
Fulton Bank
Pennsylvania
$2.87M
WIA
998
World Investment Advisors
California
$2.87M
PMG
999
ProVise Management Group
Florida
$2.86M
SWA
1000
SOA Wealth Advisors
New York
$2.84M