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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
AAM
1076
Auxier Asset Management
Oregon
$2.32M
MT
1077
Midwest Trust
Kansas
$2.32M
DAL
1078
Delta Accumulation LLC
California
$2.31M
BIM
1079
Baldwin Investment Management
Pennsylvania
$2.3M
FNT
1080
First National Trust
Pennsylvania
$2.3M
EHC
1081
Everett Harris & Co
California
$2.3M
MG
1082
Mather Group
Illinois
$2.29M
PI
1083
PFG Investments
New York
$2.28M
TFP
1084
Tilia Fiduciary Partners
North Carolina
$2.28M
EIC
1085
Equity Investment Corp
Georgia
$2.27M
RMAM
1086
Raab & Moskowitz Asset Management
New Jersey
$2.27M
CFM
1087
Catalyst Funds Management
Australia
$2.26M
AWM
1088
Axxcess Wealth Management
California
$2.26M
ML
1089
McAdam LLC
Pennsylvania
$2.24M
BFG
1090
Beacon Financial Group
Texas
$2.24M
HCM
1091
Hall Capital Management
Rhode Island
$2.24M
BP
1092
BNP Paribas
France
$2.24M
EM
1093
Excalibur Management
Massachusetts
$2.23M
GI
1094
GLOBALT Investments
Georgia
$2.22M
RBA
1095
Richard Bernstein Advisors
New York
$2.21M
Bank Julius Baer & Co
1096
Bank Julius Baer & Co
Switzerland
$2.21M
BIG
1097
Brooklyn Investment Group
New York
$2.21M
PAM
1098
Palisade Asset Management
Minnesota
$2.2M
SWK
1099
Stephen W. Kidder
$2.2M
CFFP
1100
Center for Financial Planning
Michigan
$2.2M