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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
IP
1251
Ignite Planners
California
$1.63M
BAM
1252
Beaumont Asset Management
Texas
$1.62M
CFG
1253
Carr Financial Group
Massachusetts
$1.62M
LFG
1254
Larson Financial Group
Missouri
$1.61M
HIA
1255
Harbor Investment Advisory
Maryland
$1.59M
A
1256
Argentarii
Ohio
$1.59M
FAFN
1257
First Affirmative Financial Network
Colorado
$1.59M
MWA
1258
Muirfield Wealth Advisors
North Carolina
$1.59M
MDA
1259
Minot DeBlois Advisors
Massachusetts
$1.59M
PP
1260
Patten & Patten
Tennessee
$1.59M
FDS
1261
First Dallas Securities
Texas
$1.59M
SI
1262
Saxon Interests
Texas
$1.58M
APW
1263
Aventura Private Wealth
Florida
$1.58M
ACMA
1264
Arbor Capital Management (Alaska)
Alaska
$1.58M
SPC
1265
Spirepoint Private Client
Florida
$1.58M
SB
1266
Simmons Bank
Arkansas
$1.57M
FW
1267
FullCircle Wealth
Texas
$1.57M
IRP
1268
Investment Research Partners
Pennsylvania
$1.57M
TWA
1269
TCI Wealth Advisors
Arizona
$1.57M
Jennison Associates
1270
Jennison Associates
New York
$1.57M
MAM
1271
Mystic Asset Management
Rhode Island
$1.57M
EWA
1272
EverSource Wealth Advisors
Alabama
$1.56M
NSIM
1273
North Star Investment Management
Illinois
$1.56M
WC
1274
Woodstock Corp
Massachusetts
$1.55M
LCM
1275
Leisure Capital Management
California
$1.55M