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American Express
AXP

2,719 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 closing their positions.

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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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93% → 83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 108 → 94 (-14)

Holders
2,719
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

Top Buyers

1
+$1.04B
2
+$398M
3
+$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M

Top Sellers

1
-$638M
2
-$387M
3
-$355M
4
Invesco
Invesco
Georgia
-$309M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$288M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1001
Hillsdale Investment Management
Ontario, Canada
$2.84M
IAMOG
1002
Investors Asset Management of Georgia
Georgia
$2.83M
WIC
1003
Woodmont Investment Counsel
Tennessee
$2.83M
HR
1004
Hardy Reed
Mississippi
$2.83M
LAM
1005
L2 Asset Management
Massachusetts
$2.83M
WWM
1006
Western Wealth Management
Colorado
$2.81M
BFA
1007
Beaumont Financial Advisors
Massachusetts
$2.8M
HCMG
1008
Howard Capital Management Group
California
$2.8M
TAM
1009
Tealwood Asset Management
Minnesota
$2.79M
TCM
1010
Twin Capital Management
Pennsylvania
$2.79M
MHIC
1011
Marble Harbor Investment Counsel
Massachusetts
$2.78M
NEAM
1012
New England Asset Management
Connecticut
$2.77M
NI
1013
Natural Investments
California
$2.76M
EWM
1014
Elite Wealth Management
Washington
$2.76M
BOS
1015
Bank of Stockton
California
$2.75M
FNBT
1016
FineMark National Bank & Trust
Florida
$2.74M
FHA
1017
Flagship Harbor Advisors
Massachusetts
$2.73M
AAP
1018
Arax Advisory Partners
Colorado
$2.73M
ACM
1019
Accent Capital Management
Ohio
$2.72M
RSWM
1020
Robertson Stephens Wealth Management
California
$2.72M
GC
1021
GFG Capital
Florida
$2.72M
FFM
1022
Forum Financial Management
Illinois
$2.69M
IA
1023
IFG Advisory
Georgia
$2.68M
PIM
1024
Penobscot Investment Management
Massachusetts
$2.68M
VWM
1025
Vivid Wealth Management
Iowa
$2.67M
39 40
41
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