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
TLCM
1576
Twin Lakes Capital Management
California
$863K
BLFG
1577
Brian Low Financial Group
Louisiana
$862K
CBT
1578
Central Bank & Trust
Kentucky
$861K
RMP
1579
Richards, Merrill & Peterson
Washington
$860K
OTL
1580
Oak Thistle LLC
New York
$857K
UIM
1581
Unified Investment Management
Georgia
$851K
KA
1582
Kozak & Associates
Colorado
$848K
APP
1583
Avantax Planning Partners
Iowa
$843K
SIA
1584
SGL Investment Advisors
Montana
$843K
BWA
1585
Burt Wealth Advisors
Maryland
$837K
AWE
1586
Avidian Wealth Enterprises
Texas
$837K
AI
1587
Arvest Investments
Arkansas
$835K
MFA
1588
Millington Financial Advisors
Illinois
$834K
CBT
1589
CoreFirst Bank & Trust
Kansas
$833K
PVM
1590
Palogic Value Management
Texas
$832K
CAM
1591
Cidel Asset Management
Ontario, Canada
$829K
SCM
1592
Sage Capital Management
New Jersey
$829K
SCA
1593
Sippican Capital Advisors
Massachusetts
$825K
AA
1594
Auxano Advisors
Washington
$825K
BIG
1595
Brookwood Investment Group
Arizona
$825K
MAM
1596
McLean Asset Management
Virginia
$823K
DIP
1597
DT Investment Partners
Pennsylvania
$822K
OWP
1598
ORG Wealth Partners
Texas
$819K
MWA
1599
Meridian Wealth Advisors
Texas
$818K
OF
1600
Outfitter Financial
Maine
$817K