AXP icon

American Express

2,720 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,005 increasing their positions, 1,030 reducing their positions, and 106 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 1,005 | Existing positions reduced: 1,030

1.33% less ownership

Funds ownership: 84.93%83.61% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,720
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1601
ARQ Wealth Advisors
Arizona
$809K
MEG
1602
Millstone Evans Group
Colorado
$807K
NFSG
1603
Newbridge Financial Services Group
Florida
$805K
VAG
1604
VisionPoint Advisory Group
Texas
$802K
WIA
1605
Westbourne Investment Advisors
Maryland
$802K
TAM
1606
Trillium Asset Management
Massachusetts
$799K
DIM
1607
Delta Investment Management
California
$797K
ACM
1608
AUA Capital Management
Pennsylvania
$797K
CIM
1609
Confluence Investment Management
Missouri
$797K
NAM
1610
Nutshell Asset Management
United Kingdom
$797K
AWM
1611
Aviso Wealth Management
Washington
$797K
MFT
1612
Moisand Fitzgerald Tamayo
Florida
$797K
TWP
1613
Tower Wealth Partners
Pennsylvania
$797K
SG
1614
StoneX Group
New York
$796K
PCG
1615
PFC Capital Group
California
$796K
WCG
1616
Weaver Consulting Group
California
$793K
RRA
1617
Round Rock Advisors
Connecticut
$791K
CWM
1618
Consultiva Wealth Management
Puerto Rico
$791K
CCA
1619
Coign Capital Advisors
Utah
$790K
MSA
1620
Marino Stram & Associates
Massachusetts
$790K
MMG
1621
Monetary Management Group
Missouri
$789K
WFI
1622
West Family Investments
California
$785K
ZBNA
1623
Zions Bancorporation, National Association
Utah
$785K
NAS
1624
Nicolet Advisory Services
Wisconsin
$785K
KCPG
1625
Kavar Capital Partners Group
Kansas
$785K