AXP icon

American Express

2,719 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,004 increasing their positions, 1,030 reducing their positions, and 106 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,719
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1801
Liberty Wealth Management
California
$582K
TNBTD
1802
Trustmark National Bank Trust Department
Mississippi
$581K
RFA
1803
Reyes Financial Architecture
California
$579K
CSPIA
1804
Cary Street Partners Investment Advisory
Virginia
$579K
HWMO
1805
Heritage Wealth Management (Ohio)
Ohio
$579K
EIP
1806
Ellis Investment Partners
Pennsylvania
$578K
IIC
1807
Integrated Investment Consultants
Michigan
$577K
BIM
1808
Barton Investment Management
Pennsylvania
$576K
BMWS
1809
Brady Martz Wealth Solutions
North Dakota
$576K
TNA
1810
True North Advisors
Texas
$575K
FRM
1811
Fox Run Management
Connecticut
$575K
DIP
1812
Davis Investment Partners
North Carolina
$573K
AA
1813
Ancora Advisors
Ohio
$573K
CF
1814
Centaurus Financial
California
$573K
HA
1815
Herold Advisors
New York
$572K
CA
1816
Cache Advisors
California
$567K
NC
1817
North Capital
Utah
$567K
LSPW
1818
Lake Street Private Wealth
Illinois
$566K
HTIM
1819
Harbour Trust & Investment Management
Indiana
$565K
ZCI
1820
Zevenbergen Capital Investments
Washington
$565K
AF
1821
Apexium Financial
Texas
$564K
SNWA
1822
Siligmueller & Norvid Wealth Advisors
Illinois
$563K
VFG
1823
Victory Financial Group
Texas
$563K
ACM
1824
Arcataur Capital Management
Wisconsin
$561K
SOS
1825
Silver Oak Securities
Tennessee
$561K