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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
HBT
1426
Hills Bank & Trust
Iowa
$1.16M
LA
1427
LVW Advisors
New York
$1.16M
RWM
1428
Revisor Wealth Management
Ohio
$1.15M
AF
1429
Alerus Financial
North Dakota
$1.15M
EW
1430
Elyxium Wealth
California
$1.15M
TCWA
1431
Turtle Creek Wealth Advisors
Texas
$1.15M
SIA
1432
Strategic Investment Advisors
Michigan
$1.15M
FFA
1433
Founders Financial Alliance
North Carolina
$1.15M
ARA
1434
Alexander Randolph Advisory
Virginia
$1.15M
PWG
1435
Portside Wealth Group
Utah
$1.15M
DWM
1436
Defined Wealth Management
Oregon
$1.14M
WGC
1437
Watts Gwilliam & Co
Arizona
$1.14M
MFG
1438
MidWestOne Financial Group
Iowa
$1.13M
KA
1439
Klingman & Associates
New York
$1.13M
LJAC
1440
L.J. Altfest & Co
New York
$1.13M
PTP
1441
Platform Technology Partners
New York
$1.13M
EFG
1442
Embree Financial Group
Illinois
$1.13M
WCM
1443
Weaver Capital Management
Georgia
$1.13M
HC
1444
Hendley & Co
Ohio
$1.13M
TC
1445
TownSquare Capital
Utah
$1.12M
SIC
1446
Sigma Investment Counselors
Michigan
$1.12M
CCM
1447
Conway Capital Management
California
$1.12M
RC
1448
Rexford Capital
Texas
$1.12M
LAM
1449
Lewis Asset Management
California
$1.12M
ACGA
1450
Atlanta Consulting Group Advisors
Georgia
$1.12M