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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
SAI
1226
Savvy Advisors Inc
New York
$1.69M
BI
1227
Bradyco Inc
Massachusetts
$1.69M
AR
1228
Advisory Research
Illinois
$1.68M
MIA
1229
MeadowBrook Investment Advisors
Michigan
$1.68M
BIAS
1230
Beacon Investment Advisory Services
New Jersey
$1.68M
NED
1231
Nancy E. Dempze
$1.68M
PC
1232
Pecaut & Co
Iowa
$1.68M
CAG
1233
Csenge Advisory Group
Florida
$1.68M
BWA
1234
Blodgett Wealth Advisors
California
$1.68M
BOH
1235
Bank of Hawaii
Hawaii
$1.67M
WCM
1236
Weik Capital Management
Pennsylvania
$1.67M
SWA
1237
Stratos Wealth Advisors
Ohio
$1.67M
WSC
1238
Wellington Shields & Co
New York
$1.67M
BAAM
1239
Baker Avenue Asset Management
California
$1.66M
PDL
1240
Portfolio Design Labs
California
$1.66M
SOAMC
1241
Spirit of America Management Corp
New York
$1.66M
UM
1242
Ulysses Management
New York
$1.66M
AIM
1243
Acropolis Investment Management
Missouri
$1.66M
NHC
1244
Nicholas Hoffman & Company
Georgia
$1.66M
BMCM
1245
Bryn Mawr Capital Management
Pennsylvania
$1.66M
RT
1246
Rockland Trust
Massachusetts
$1.65M
AI
1247
Accredited Investors
Minnesota
$1.65M
AIP
1248
Ameritas Investment Partners
Nebraska
$1.64M
EFG
1249
Everhart Financial Group
Ohio
$1.64M
CT
1250
Colonial Trust
South Carolina
$1.63M