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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
KFS
1751
Kaizen Financial Strategies
California
$637K
DTC
1752
Davidson Trust Company
Washington
$636K
RCM
1753
Raleigh Capital Management
North Carolina
$633K
WIM
1754
Wittenberg Investment Management
Massachusetts
$631K
CIG
1755
Cairn Investment Group
Washington
$631K
JWA
1756
JFS Wealth Advisors
Pennsylvania
$631K
WBC
1757
West Branch Capital
Massachusetts
$630K
PF
1758
Phoenix Financial
Israel
$628K
PWP
1759
PrairieView Wealth Partners
Illinois
$627K
CP
1760
Clarendon Private
Massachusetts
$627K
ZIG
1761
Zullo Investment Group
Pennsylvania
$626K
TS
1762
TradeWell Securities
Indiana
$625K
FMLI
1763
Fukoku Mutual Life Insurance
Japan
$624K
MFC
1764
Mechanics Financial Corp
Ohio
$623K
SIAP
1765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$622K
RWP
1766
Ridgecrest Wealth Partners
California
$621K
CCWM
1767
Cassaday & Co Wealth Management
Virginia
$621K
NA
1768
Nautilus Advisors
California
$618K
MSWA
1769
Marshall & Sterling Wealth Advisors
New York
$613K
KCM
1770
Kathmere Capital Management
Pennsylvania
$613K
LSIA
1771
LaSalle St. Investment Advisors
Illinois
$612K
PAMG
1772
Patton Albertson Miller Group
Tennessee
$610K
SGK
1773
Steigerwald Gordon & Koch
Virginia
$608K
MCWA
1774
Meadow Creek Wealth Advisors
Georgia
$608K
KLI
1775
Kelman-Lazarov Inc
Tennessee
$606K