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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
PP
1451
PDS Planning
Ohio
$1.11M
BB
1452
Bell Bank
North Dakota
$1.11M
WA
1453
WBH Advisory
Maryland
$1.1M
VT
1454
Volterra Technologies
New York
$1.1M
GVAG
1455
Great Valley Advisor Group
Delaware
$1.1M
VFA
1456
Values First Advisors
Tennessee
$1.1M
BG
1457
Bahl & Gaynor
Ohio
$1.1M
RIA
1458
Richwood Investment Advisors
Ohio
$1.09M
CG
1459
CFO4Life Group
Texas
$1.09M
CCA
1460
Childress Capital Advisors
Texas
$1.09M
AAS
1461
Ameritas Advisory Services
Nebraska
$1.09M
CA
1462
Continuum Advisory
Idaho
$1.09M
MAM
1463
Milestone Asset Management
Pennsylvania
$1.08M
CTC
1464
Cetera Trust Company
Minnesota
$1.08M
SSA
1465
Schonfeld Strategic Advisors
New York
$1.08M
PCH
1466
PGIM Custom Harvest
New Jersey
$1.08M
ZI
1467
ZEGA Investments
Florida
$1.08M
CWG
1468
Cornerstone Wealth Group
North Carolina
$1.08M
MA
1469
MCF Advisors
Kentucky
$1.07M
NP
1470
Nilsine Partners
Colorado
$1.07M
NA
1471
Navellier & Associates
Nevada
$1.07M
MSFS
1472
Main Street Financial Solutions
Pennsylvania
$1.07M
AA
1473
Advisory Alpha
Michigan
$1.07M
CIS
1474
Custom Index Systems
New York
$1.06M
WA
1475
Westfuller Advisors
New York
$1.06M