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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
PWP
1001
Principle Wealth Partners
Connecticut
$2.84M
HIM
1002
Hillsdale Investment Management
Ontario, Canada
$2.84M
IAMOG
1003
Investors Asset Management of Georgia
Georgia
$2.83M
WIC
1004
Woodmont Investment Counsel
Tennessee
$2.83M
HR
1005
Hardy Reed
Mississippi
$2.83M
LAM
1006
L2 Asset Management
Massachusetts
$2.83M
WWM
1007
Western Wealth Management
Colorado
$2.81M
BFA
1008
Beaumont Financial Advisors
Massachusetts
$2.8M
HCMG
1009
Howard Capital Management Group
California
$2.8M
TAM
1010
Tealwood Asset Management
Minnesota
$2.79M
TCM
1011
Twin Capital Management
Pennsylvania
$2.79M
MHIC
1012
Marble Harbor Investment Counsel
Massachusetts
$2.78M
NEAM
1013
New England Asset Management
Connecticut
$2.77M
NI
1014
Natural Investments
California
$2.76M
EWM
1015
Elite Wealth Management
Washington
$2.76M
BOS
1016
Bank of Stockton
California
$2.75M
FNBT
1017
FineMark National Bank & Trust
Florida
$2.74M
FHA
1018
Flagship Harbor Advisors
Massachusetts
$2.73M
AAP
1019
Arax Advisory Partners
Colorado
$2.73M
ACM
1020
Accent Capital Management
Ohio
$2.72M
RSWM
1021
Robertson Stephens Wealth Management
California
$2.72M
GC
1022
GFG Capital
Florida
$2.72M
LSA
1023
Leonteq Securities AG
Switzerland
$2.69M
FFM
1024
Forum Financial Management
Illinois
$2.69M
IA
1025
IFG Advisory
Georgia
$2.68M