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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
TWM
1501
Tradition Wealth Management
Minnesota
$980K
TTWM
1502
TCV Trust & Wealth Management
Virginia
$980K
MCM
1503
Mattern Capital Management
Colorado
$977K
CAM
1504
Creekmur Asset Management
Illinois
$974K
CB
1505
Centennial Bank
Arkansas
$974K
BST
1506
Bath Savings Trust
Maine
$971K
BAM
1507
Belpointe Asset Management
Nevada
$970K
MSWM
1508
McGlone Suttner Wealth Management
Wisconsin
$967K
CA
1509
Cambridge Advisors
Nebraska
$967K
LWM
1510
LongView Wealth Management
Georgia
$965K
CAS
1511
CTC Alternative Strategies
Illinois
$963K
TSS
1512
Two Sigma Securities
New York
$962K
OL
1513
one8zero8 LLC
North Carolina
$957K
SFI
1514
SPC Financial Inc
Maryland
$952K
OWA
1515
Outlook Wealth Advisors
Texas
$951K
PWM
1516
Purus Wealth Management
California
$950K
GWANC
1517
Guardian Wealth Advisors (North Carolina)
North Carolina
$949K
BTD
1518
BankPlus Trust Department
Mississippi
$947K
LAI
1519
Legal Advantage Investments
California
$947K
UCB
1520
United Community Bank
South Carolina
$946K
MWS
1521
MFA Wealth Services
California
$945K
RI
1522
Ridgewood Investments
New Jersey
$936K
BF
1523
Brucke Financial
Indiana
$935K
BW
1524
Basepoint Wealth
Iowa
$932K
FFM
1525
Fullerton Fund Management
Singapore
$932K