AXP icon

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
DSC
1476
Duncker Streett & Co
Missouri
$1.06M
UAML
1477
US Asset Management LLC
Pennsylvania
$1.06M
MCC
1478
Money Concepts Capital
Florida
$1.06M
GWM
1479
Geneos Wealth Management
Colorado
$1.04M
FAM
1480
Fairtree Asset Management
South Africa
$1.04M
KWA
1481
Kingswood Wealth Advisors
California
$1.03M
CYG
1482
Clean Yield Group
Vermont
$1.03M
SWM
1483
SeaCrest Wealth Management
New York
$1.02M
MAA
1484
Matrix Asset Advisors
New York
$1.02M
SMA
1485
Seven Mile Advisory
New Jersey
$1.02M
HIM
1486
Harbour Investment Management
Washington
$1.01M
PHS
1487
Pekin Hardy Strauss
Illinois
$1.01M
SB
1488
Strategic Blueprint
Georgia
$1.01M
QWP
1489
Quotient Wealth Partners
Texas
$1.01M
SWM
1490
Scissortail Wealth Management
Oklahoma
$1M
RWS
1491
Resolute Wealth Strategies
Mississippi
$1,000K
AF
1492
Arrow Financial
New York
$999K
RMCM
1493
Reynders McVeigh Capital Management
Massachusetts
$998K
FWM
1494
FFT Wealth Management
Pennsylvania
$996K
LWMM
1495
Legacy Wealth Management (Mississippi)
Mississippi
$996K
CFG
1496
Cooper Financial Group
California
$996K
ACM
1497
Aljian Capital Management
Nevada
$995K
AWM
1498
Angeles Wealth Management
California
$982K
CFG
1499
Chapman Financial Group
Hawaii
$981K
LFA
1500
Legacy Financial Advisors
Kentucky
$981K