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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
OWP
1126
Obermeyer Wealth Partners
Colorado
$2.06M
CP
1127
Canopy Partners
Ohio
$2.04M
CWS
1128
Cypress Wealth Services
California
$2.04M
FPCP
1129
Fort Point Capital Partners
California
$2.03M
GBT
1130
Grove Bank & Trust
Florida
$2.02M
WC
1131
Weil Company
California
$2.01M
SFO
1132
Stokes Family Office
Louisiana
$2.01M
MFG
1133
Monte Financial Group
Connecticut
$2M
CIA
1134
Citadel Investment Advisory
Ohio
$2M
IA
1135
IFP Advisors
Florida
$2M
SWM
1136
Spire Wealth Management
Virginia
$2M
HI
1137
Harbour Investments
Wisconsin
$2M
Marshall Wace
1138
Marshall Wace
United Kingdom
$1.99M
FCG
1139
Fielder Capital Group
Tennessee
$1.99M
MPWS
1140
McCarter Private Wealth Services
Massachusetts
$1.99M
TPW
1141
Transatlantique Private Wealth
New York
$1.98M
YIA
1142
YHB Investment Advisors
Connecticut
$1.98M
RA
1143
Ransom Advisory
Rhode Island
$1.98M
BB
1144
Busey Bank
Illinois
$1.97M
WTA
1145
Washington Trust Advisors
Massachusetts
$1.97M
HWM
1146
Hohimer Wealth Management
Washington
$1.96M
VIA
1147
Virtus Investment Advisers
Connecticut
$1.96M
SFS
1148
Solitude Financial Services
Virginia
$1.95M
NWAG
1149
Net Worth Advisory Group
Utah
$1.95M
ABC
1150
Associated Banc-Corp
Wisconsin
$1.95M