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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
WFI
1626
West Family Investments
California
$785K
ZBNA
1627
Zions Bancorporation, National Association
Utah
$785K
NAS
1628
Nicolet Advisory Services
Wisconsin
$785K
KCPG
1629
Kavar Capital Partners Group
Kansas
$785K
KIM
1630
Kane Investment Management
California
$785K
DE
1631
Diversified Enterprises
Delaware
$783K
QFA
1632
Quantum Financial Advisors
California
$783K
SCA
1633
Stonebridge Capital Advisors
Minnesota
$782K
JWBC
1634
John W. Bristol & Co
New York
$781K
CCC
1635
Compass Capital Corp
Massachusetts
$780K
OWA
1636
One Wealth Advisors
California
$780K
DW30
1637
Drucker Wealth 3.0
New Jersey
$777K
TCA
1638
Transcend Capital Advisors
New Jersey
$772K
WFA
1639
WMG Financial Advisors
Tennessee
$772K
SWA
1640
Sax Wealth Advisors
New Jersey
$772K
PHAM
1641
Palisades Hudson Asset Management
Florida
$769K
MAM
1642
MWA Asset Management
Massachusetts
$768K
AIM
1643
Athena Investment Management
California
$768K
HBW
1644
Hazlett, Burt & Watson
West Virginia
$765K
CHAM
1645
Clear Harbor Asset Management
Connecticut
$758K
PCA
1646
Prosperity Capital Advisors
Ohio
$756K
FFS
1647
Founders Financial Securities
Maryland
$756K
SWA
1648
Strategies Wealth Advisors
Michigan
$752K
RCA
1649
Roberts Capital Advisors
Colorado
$752K
ATFA
1650
All Terrain Financial Advisors
Minnesota
$750K