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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
KIM
1176
Kestra Investment Management
Texas
$1.84M
NWM
1177
Northcape Wealth Management
New York
$1.84M
AA
1178
Armis Advisers
Georgia
$1.83M
GWP
1179
Gen-Wealth Partners
Michigan
$1.83M
IA
1180
Icon Advisers
Colorado
$1.83M
CAM
1181
Cozad Asset Management
Illinois
$1.82M
PPWP
1182
Premier Path Wealth Partners
New Jersey
$1.82M
LWANC
1183
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M
CCFCSB
1184
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
AWC
1185
Abundance Wealth Counselors
Pennsylvania
$1.81M
NAG
1186
Northstar Advisory Group
New Jersey
$1.81M
ABWM
1187
Alpine Bank Wealth Management
Colorado
$1.81M
CB
1188
Community Bank
New York
$1.8M
SA
1189
Strategic Advisors
New York
$1.8M
SW
1190
SVB Wealth
Massachusetts
$1.8M
I
1191
INVST
Indiana
$1.8M
NIA
1192
NBZ Investment Advisors
Tennessee
$1.79M
CFGA
1193
Cambridge Financial Group (Arizona)
Arizona
$1.79M
SA
1194
Strategic Advocates
Utah
$1.79M
LKIM
1195
Lawson Kroeker Investment Management
Nebraska
$1.77M
WA
1196
Wealth Alliance
New York
$1.77M
AWA
1197
Aaron Wealth Advisors
Illinois
$1.77M
NME
1198
Notis-McConarty Edward
$1.76M
VRM
1199
Vectors Research Management
New York
$1.76M
APC
1200
Aspire Private Capital
North Carolina
$1.75M