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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
AHL
1776
Abel Hall LLC
Louisiana
$606K
MTIC
1777
Missouri Trust & Investment Company
Missouri
$605K
GAA
1778
Global Assets Advisory
Florida
$605K
SCP
1779
Sivia Capital Partners
California
$605K
FCM
1780
Fairbanks Capital Management
California
$605K
HIG
1781
Heritage Investment Group
Florida
$605K
WCM
1782
Whitener Capital Management
North Carolina
$605K
ATWA
1783
Arbor Trust Wealth Advisors
Michigan
$604K
SFG
1784
Sovereign Financial Group
Connecticut
$603K
WPW
1785
Waldron Private Wealth
Pennsylvania
$602K
CWM
1786
Centurion Wealth Management
Virginia
$601K
SMC
1787
Smith, Moore & Co
Missouri
$600K
FPW
1788
Flagship Private Wealth
Massachusetts
$600K
CH
1789
Cromwell Holdings
Wyoming
$596K
TVAMP
1790
Tennessee Valley Asset Management Partners
Tennessee
$595K
PFGIA
1791
Patriot Financial Group Insurance Agency
Massachusetts
$595K
LFS
1792
Legacy Financial Strategies
Kansas
$595K
ECM
1793
Eisler Capital Management
United Kingdom
$592K
TIM
1794
Thompson Investment Management
Wisconsin
$592K
HWM
1795
Hemington Wealth Management
Virginia
$591K
SC
1796
Schubert & Co
Texas
$591K
MSCM
1797
McElhenny Sheffield Capital Management
Texas
$591K
RMDI
1798
R.M. Davis Inc
Maine
$591K
AW
1799
Alteri Wealth
California
$590K
CAI
1800
Capital Advisors Inc
Oklahoma
$588K