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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
IC
1101
Inkwell Capital
Florida
$2.19M
NFG
1102
Nations Financial Group
Iowa
$2.19M
WI
1103
WBI Investments
New Jersey
$2.19M
SF
1104
Symphony Financial
Texas
$2.18M
FHC
1105
First Horizon Corporation
Tennessee
$2.18M
ECML
1106
Eagle Capital Management (Louisiana)
Louisiana
$2.18M
KF
1107
Krilogy Financial
Missouri
$2.18M
GCWM
1108
Guided Capital Wealth Management
Texas
$2.17M
CB
1109
Cadence Bank
Mississippi
$2.16M
WAM
1110
Weiss Asset Management
Massachusetts
$2.16M
LDB
1111
Lee, Danner & Bass
Tennessee
$2.16M
CRC
1112
Curi RMB Capital
Illinois
$2.14M
SP
1113
Stablepoint Partners
Massachusetts
$2.14M
TAM
1114
Trust Asset Management
Texas
$2.13M
CIC
1115
Carnegie Investment Counsel
Ohio
$2.13M
SCI
1116
S&CO Inc
Massachusetts
$2.12M
PGWM
1117
Parisi Gray Wealth Management
New Jersey
$2.12M
LIM
1118
Leavell Investment Management
Alabama
$2.11M
AC
1119
Avestar Capital
New York
$2.09M
PSB
1120
Piscataqua Savings Bank
New Hampshire
$2.09M
Kayne Anderson Rudnick Investment Management
1121
Kayne Anderson Rudnick Investment Management
California
$2.08M
SMA
1122
Sage Mountain Advisors
Georgia
$2.08M
RCM
1123
RMR Capital Management
California
$2.08M
PA
1124
Procyon Advisors
Connecticut
$2.06M
DI
1125
Diligent Investors
California
$2.06M