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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
BHIA
1651
Birch Hill Investment Advisors
Massachusetts
$747K
RCG
1652
Regatta Capital Group
California
$746K
PWM
1653
Partnership Wealth Management
Maryland
$744K
MA
1654
MONECO Advisors
Connecticut
$743K
BFG
1655
Berger Financial Group
Minnesota
$741K
CWM
1656
Connecticut Wealth Management
Connecticut
$740K
SEIA
1657
Signature Estate & Investment Advisors
California
$737K
CD
1658
Chapin Davis
Maryland
$737K
TIA
1659
Traphagen Investment Advisors
New Jersey
$735K
HCM
1660
Howland Capital Management
Massachusetts
$732K
SNBOSD
1661
Security National Bank of So Dak
Iowa
$731K
GFP
1662
Gryphon Financial Partners
Ohio
$728K
QPW
1663
Quantum Private Wealth
Florida
$727K
TWM
1664
Tanager Wealth Management
United Kingdom
$727K
BCG
1665
Breakwater Capital Group
New Jersey
$724K
EFSCE
1666
Enterprise Financial Services Corp (EFSC)
Missouri
$723K
CA
1667
Calton & Associates
Florida
$720K
BSB
1668
Bangor Savings Bank
Maine
$719K
SRC
1669
Shufro Rose & Co
New York
$716K
BWM
1670
BigSur Wealth Management
Florida
$715K
BHWM
1671
Bar Harbor Wealth Management
New Hampshire
$715K
CG
1672
Curat Global
New Hampshire
$714K
GI
1673
Gradient Investments
Minnesota
$713K
AC
1674
Addison Capital
Pennsylvania
$712K
HWM
1675
Horizon Wealth Management
Illinois
$710K