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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
ONST
1801
Old North State Trust
North Carolina
$587K
DC
1802
Diametric Capital
Massachusetts
$587K
SPWG
1803
Sage Private Wealth Group
Illinois
$587K
SLG
1804
Stanley-Laman Group
Pennsylvania
$586K
RCM
1805
RNC Capital Management
California
$585K
LWM
1806
Liberty Wealth Management
California
$582K
TNBTD
1807
Trustmark National Bank Trust Department
Mississippi
$581K
RFA
1808
Reyes Financial Architecture
California
$579K
CSPIA
1809
Cary Street Partners Investment Advisory
Virginia
$579K
HWMO
1810
Heritage Wealth Management (Ohio)
Ohio
$579K
EIP
1811
Ellis Investment Partners
Pennsylvania
$578K
IIC
1812
Integrated Investment Consultants
Michigan
$577K
BIM
1813
Barton Investment Management
Pennsylvania
$576K
BMWS
1814
Brady Martz Wealth Solutions
North Dakota
$576K
TNA
1815
True North Advisors
Texas
$575K
FRM
1816
Fox Run Management
Connecticut
$575K
DIP
1817
Davis Investment Partners
North Carolina
$573K
AA
1818
Ancora Advisors
Ohio
$573K
CF
1819
Centaurus Financial
California
$573K
HA
1820
Herold Advisors
New York
$572K
CA
1821
Cache Advisors
California
$567K
NC
1822
North Capital
Utah
$567K
LSPW
1823
Lake Street Private Wealth
Illinois
$566K
HTIM
1824
Harbour Trust & Investment Management
Indiana
$565K
ZCI
1825
Zevenbergen Capital Investments
Washington
$565K