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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
YIM
1526
Yoffe Investment Management
Pennsylvania
$931K
ME
1527
McIlrath & Eck
Washington
$931K
TW
1528
TritonPoint Wealth
Maryland
$931K
ESB
1529
Essex Savings Bank
Connecticut
$931K
WPW
1530
Warther Private Wealth
Ohio
$930K
KA
1531
Kearns & Associates
California
$930K
PWP
1532
Pursue Wealth Partners
California
$930K
LW
1533
Linscomb Wealth
Texas
$928K
CFP
1534
Catalyst Financial Partners
Massachusetts
$927K
FFA
1535
Fortune Financial Advisors
Kansas
$927K
BMC
1536
Benin Management Corp
Connecticut
$926K
HGA
1537
Hobbs Group Advisors
South Carolina
$924K
FDP
1538
Financiere des Professionnels
Quebec, Canada
$923K
IAIM
1539
International Assets Investment Management
Florida
$920K
AC
1540
AlphaCore Capital
California
$919K
PWA
1541
Phoenix Wealth Advisors
North Carolina
$914K
GLLW
1542
Graves Light Lenhart Wealth
Virginia
$913K
ITIM
1543
Indiana Trust & Investment Management
Indiana
$912K
AA
1544
Alta Advisers
United Kingdom
$911K
LA
1545
Lifeworks Advisors
Michigan
$911K
C
1546
Certuity
Florida
$910K
AFP
1547
Ausdal Financial Partners
Iowa
$909K
MFG
1548
Midwest Financial Group
Kansas
$908K
SIA
1549
SkyView Investment Advisors
New Jersey
$907K
BTWM
1550
Baker Tilly Wealth Management
Wisconsin
$907K