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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
WKWM
1051
Walter & Keenan Wealth Management
Indiana
$2.49M
CIS
1052
Capital International Sarl
California
$2.48M
TFCM
1053
Taylor Frigon Capital Management
Arizona
$2.47M
BRWA
1054
B. Riley Wealth Advisors
Florida
$2.46M
CPIG
1055
Chicago Partners Investment Group
Illinois
$2.46M
VC
1056
Veracity Capital
Georgia
$2.46M
JWM
1057
Jackson Wealth Management
Florida
$2.44M
BCB
1058
Brian C. Broderick
$2.44M
VA
1059
VestGen Advisors
Illinois
$2.44M
CSC
1060
Caldwell Sutter Capital
California
$2.44M
CAU
1061
Caxton Associates (UK)
$2.41M
BA
1062
Birinyi Associates
Connecticut
$2.41M
BCM
1063
Boltwood Capital Management
California
$2.4M
BHPW
1064
Beverly Hills Private Wealth
California
$2.4M
HDA
1065
Harold Davidson & Associates
California
$2.4M
CWS
1066
Confluence Wealth Services
Pennsylvania
$2.4M
LGA
1067
Lebenthal Global Advisors
New York
$2.4M
GIA
1068
Gateway Investment Advisers
Ohio
$2.39M
AC
1069
Arjuna Capital
North Carolina
$2.39M
IP
1070
Intellectus Partners
California
$2.39M
SAG
1071
SageView Advisory Group
California
$2.37M
SS
1072
Sunbelt Securities
Texas
$2.35M
HA
1073
Huntleigh Advisors
Missouri
$2.34M
SYBT
1074
Stock Yards Bank & Trust
Kentucky
$2.34M
BWP
1075
Balboa Wealth Partners
Arizona
$2.33M