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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
PIM
1026
Penobscot Investment Management
Massachusetts
$2.68M
VWM
1027
Vivid Wealth Management
Iowa
$2.67M
CAG
1028
Crestwood Advisors Group
Massachusetts
$2.66M
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$2.65M
DA
1030
Dover Advisors
Virginia
$2.64M
HFM
1031
Hartford Funds Management
Pennsylvania
$2.63M
SC
1032
Syon Capital
California
$2.63M
WIC
1033
Wilkins Investment Counsel
Massachusetts
$2.63M
HNB
1034
Hilltop National Bank
Wyoming
$2.63M
SIAG
1035
Signet Investment Advisory Group
Rhode Island
$2.63M
BTI
1036
Blue Trust Inc
Georgia
$2.62M
CS
1037
Cannell & Spears
New York
$2.61M
PWM
1038
Pinnacle Wealth Management
California
$2.61M
MA
1039
Mutual Advisors
Nebraska
$2.61M
RDWM
1040
Red Door Wealth Management
Tennessee
$2.6M
LFG
1041
Lazard Frères Gestion
France
$2.6M
MCM
1042
Mengis Capital Management
Oregon
$2.59M
HIC
1043
Holderness Investments Company
North Carolina
$2.58M
RIL
1044
Rothschild Investment LLC
Illinois
$2.57M
BB
1045
Berkshire Bank
Massachusetts
$2.54M
SAM
1046
Sawgrass Asset Management
Florida
$2.54M
RCIM
1047
Red Cedar Investment Management
Michigan
$2.53M
IWA
1048
Icon Wealth Advisors
Texas
$2.53M
NPT
1049
Nixon Peabody Trust
Massachusetts
$2.53M
OFS
1050
Oldfather Financial Services
Nebraska
$2.5M