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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
WWA
1676
Wisconsin Wealth Advisors
Wisconsin
$710K
CCG
1677
Cypress Capital Group
Florida
$710K
HFW
1678
Horizon Family Wealth
Illinois
$709K
CIM
1679
Cambria Investment Management
California
$708K
PIA
1680
Perennial Investment Advisors
California
$708K
FFL
1681
Future Fund LLC
Illinois
$707K
GSEP
1682
Golden State Equity Partners
California
$705K
MAWA
1683
Moss Adams Wealth Advisors
Washington
$704K
CNB
1684
Camden National Bank
Maine
$704K
WA
1685
Wealth Architects
California
$702K
VWA
1686
Visionary Wealth Advisors
Illinois
$702K
DFA
1687
Delta Financial Advisors
Louisiana
$701K
WPC
1688
Waters Parkerson & Co
Louisiana
$701K
Members Trust
1689
Members Trust
Florida
$701K
PJWM
1690
Philip James Wealth Mangement
Georgia
$701K
SLA
1691
Silver Lake Advisory
Utah
$699K
MIM
1692
Macroview Investment Management
Maryland
$699K
APA
1693
Astoria Portfolio Advisors
New York
$695K
EGWAG
1694
Elwood & Goetz Wealth Advisory Group
Georgia
$692K
OLA
1695
Oliver Luxxe Assets
New Jersey
$692K
AWM
1696
Aries Wealth Management
Maine
$689K
LA
1697
LM Advisors
California
$687K
KFGK
1698
Keystone Financial Group (Kentucky)
Kentucky
$684K
WP
1699
Westmount Partners
California
$684K
RCA
1700
Ranch Capital Advisors
Florida
$683K