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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
MP
1551
Mangrove Partners
Connecticut
$905K
OCM
1552
Orleans Capital Management
Louisiana
$902K
PWPS
1553
Pinnacle Wealth Planning Services
Ohio
$900K
HAIM
1554
Hunter Associates Investment Management
Pennsylvania
$898K
HFM
1555
Hartford Financial Management
Connecticut
$896K
TSWM
1556
Triangle Securities Wealth Management
North Carolina
$893K
BDA
1557
Borer Denton & Associates
Pennsylvania
$892K
SWM
1558
Sendero Wealth Management
Texas
$890K
EB
1559
Exchange Bank
California
$890K
LIA
1560
LS Investment Advisors
Michigan
$889K
CM
1561
Castleark Management
Illinois
$889K
CAGAS
1562
Capital Advisory Group Advisory Services
Minnesota
$886K
PWA
1563
Provenance Wealth Advisors
Florida
$885K
KP
1564
Keel Point
Alabama
$883K
CW
1565
Channel Wealth
California
$881K
N
1566
Numerai
California
$880K
CTWM
1567
Cherry Tree Wealth Management
Minnesota
$879K
SBCM
1568
Silverberg Bernstein Capital Management
New York
$879K
RFG
1569
RFP Financial Group
Georgia
$877K
WA
1570
Waddell & Associates
Tennessee
$876K
LFM
1571
LGT Fund Management
Liechtenstein
$876K
UB
1572
Umpqua Bank
Oregon
$871K
MIP
1573
Marietta Investment Partners
Wisconsin
$871K
AFC
1574
AFT Forsyth & Company
Florida
$869K
PTB
1575
Pioneer Trust Bank
Oregon
$864K