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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
MIA
1151
MainStreet Investment Advisors
Illinois
$1.95M
AO
1152
Advisor OS
Illinois
$1.94M
ICP
1153
Interchange Capital Partners
Pennsylvania
$1.94M
HWP
1154
Highline Wealth Partners
California
$1.94M
PPWM
1155
Paragon Private Wealth Management
Kentucky
$1.93M
FCBT
1156
First Citizens Bank & Trust
North Carolina
$1.93M
SC
1157
Sapient Capital
Indiana
$1.93M
LCG
1158
Lakeshore Capital Group
Illinois
$1.92M
CPG
1159
Cornerstone Planning Group
New Jersey
$1.91M
LWCFA
1160
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.9M
SFA
1161
Souders Financial Advisors
Ohio
$1.9M
NS
1162
NBC Securities
Alabama
$1.9M
IA
1163
Insight Advisors
Pennsylvania
$1.9M
3IP
1164
3Chopt Investment Partners
Virginia
$1.89M
ACM
1165
Advisors Capital Management
New Jersey
$1.89M
CCA
1166
Checchi Capital Advisers
California
$1.88M
CWM
1167
Chesapeake Wealth Management
Virginia
$1.88M
SP
1168
Stonebrook Private
Michigan
$1.88M
NICM
1169
Neo Ivy Capital Management
New York
$1.87M
CA
1170
Crewe Advisors
Utah
$1.87M
MWM
1171
Meridian Wealth Management
Kentucky
$1.87M
KCM
1172
KRS Capital Management
Michigan
$1.86M
GW
1173
Griffith & Werner
Georgia
$1.86M
PTC
1174
Private Trust Company
Ohio
$1.85M
CAL
1175
Capital Analysts LLC
Pennsylvania
$1.84M