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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
Financial Engines Advisors
1701
Financial Engines Advisors
California
$680K
TWM
1702
Thrive Wealth Management
Pennsylvania
$679K
BFS
1703
BridgePort Financial Solutions
Iowa
$679K
WS
1704
Wela Strategies
Georgia
$677K
ATC
1705
Adirondack Trust Company
New York
$677K
AF
1706
Atala Financial
California
$675K
SWMP
1707
Signature Wealth Management Partners
New Jersey
$674K
FWA
1708
FSM Wealth Advisors
Ohio
$674K
AWM
1709
Aberdeen Wealth Management
Illinois
$673K
KF
1710
KKM Financial
Illinois
$673K
NL
1711
NWAM LLC
Washington
$672K
RFP
1712
Root Financial Partners
California
$672K
RPC
1713
Rossmore Private Capital
Connecticut
$671K
KAS
1714
KPP Advisory Services
Kentucky
$671K
SOW
1715
State of Wyoming
Wyoming
$670K
OFG
1716
Oxford Financial Group
Indiana
$668K
SFG
1717
Sunburst Financial Group
Alabama
$668K
PWP
1718
Precedent Wealth Partners
Texas
$665K
CA
1719
Capital Advantage
California
$664K
HA
1720
Harbor Advisors
Florida
$664K
PHM
1721
Prospect Hill Management
New Jersey
$664K
MCM
1722
Magnolia Capital Management
New York
$664K
GCA
1723
Genesee Capital Advisors
New York
$663K
LCGC
1724
Legacy Capital Group California
California
$660K
PAW
1725
Plan A Wealth
Nebraska
$658K