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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
DDPIC
1726
Deroy & Devereaux Private Investment Counsel
Michigan
$657K
AIM
1727
Allen Investment Management
New York
$656K
PWM
1728
Pines Wealth Management
North Carolina
$655K
KWS
1729
Keystone Wealth Services
California
$654K
SL
1730
Sentinus LLC
Illinois
$653K
MWM
1731
Maridea Wealth Management
New York
$653K
BA
1732
Ballast Advisors
Minnesota
$652K
TC
1733
Truvestments Capital
Florida
$652K
BCM
1734
Blume Capital Management
California
$652K
ATS
1735
Ashton Thomas Securities
New York
$652K
RPGK
1736
Retirement Planning Group (Kansas)
Kansas
$651K
TWM
1737
Tripletail Wealth Management
Florida
$651K
SIMG
1738
Sonora Investment Management Group
Arizona
$648K
PFW
1739
Petros Family Wealth
Minnesota
$646K
RZH
1740
Relyea Zuckerberg Hanson
Connecticut
$644K
CFA
1741
Capstone Financial Advisors
Illinois
$644K
TIA
1742
Tiemann Investment Advisors
California
$642K
ACM
1743
Avalon Capital Management
California
$642K
OFS
1744
OneAscent Financial Services
Alabama
$642K
CMTU
1745
Capital Markets Trading (UK)
United Kingdom
$642K
IFO
1746
Independent Family Office
New York
$642K
WKSWA
1747
White Knight Strategic Wealth Advisors
New Jersey
$641K
TCM
1748
Tang Capital Management
California
$641K
BLC
1749
Brown, Lisle/Cummings
Rhode Island
$639K
FF
1750
Francis Financial
$638K