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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
GCP
1601
GSA Capital Partners
United Kingdom
$817K
OWA
1602
Opal Wealth Advisors
New York
$813K
VV
1603
Verity & Verity
South Carolina
$813K
SAM
1604
Secure Asset Management
Michigan
$810K
AWA
1605
ARQ Wealth Advisors
Arizona
$809K
MEG
1606
Millstone Evans Group
Colorado
$807K
NFSG
1607
Newbridge Financial Services Group
Florida
$805K
VAG
1608
VisionPoint Advisory Group
Texas
$802K
WIA
1609
Westbourne Investment Advisors
Maryland
$802K
TAM
1610
Trillium Asset Management
Massachusetts
$799K
DIM
1611
Delta Investment Management
California
$797K
CIM
1612
Confluence Investment Management
Missouri
$797K
ACM
1613
AUA Capital Management
Pennsylvania
$797K
NAM
1614
Nutshell Asset Management
United Kingdom
$797K
AWM
1615
Aviso Wealth Management
Washington
$797K
MFT
1616
Moisand Fitzgerald Tamayo
Florida
$797K
TWP
1617
Tower Wealth Partners
Pennsylvania
$797K
SG
1618
StoneX Group
New York
$796K
PCG
1619
PFC Capital Group
California
$796K
WCG
1620
Weaver Consulting Group
California
$793K
RRA
1621
Round Rock Advisors
Connecticut
$791K
CWM
1622
Consultiva Wealth Management
Puerto Rico
$791K
CCA
1623
Coign Capital Advisors
Utah
$790K
MSA
1624
Marino Stram & Associates
Massachusetts
$790K
MMG
1625
Monetary Management Group
Missouri
$789K