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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
AF
1826
Apexium Financial
Texas
$564K
SNWA
1827
Siligmueller & Norvid Wealth Advisors
Illinois
$563K
VFG
1828
Victory Financial Group
Texas
$563K
ACM
1829
Arcataur Capital Management
Wisconsin
$561K
SOS
1830
Silver Oak Securities
Tennessee
$561K
TC
1831
TFR Capital
Texas
$560K
Acadian Asset Management
1832
Acadian Asset Management
Massachusetts
$558K
FA
1833
Fountainhead AM
New Jersey
$558K
PCM
1834
Prelude Capital Management
New York
$557K
OA
1835
Oxbow Advisors
Texas
$555K
CWM
1836
Centric Wealth Management
Illinois
$555K
M
1837
MOTCO
Texas
$554K
PWMG
1838
Prestige Wealth Management Group
New Jersey
$554K
OL
1839
Optas LLC
Texas
$553K
TC
1840
Trilogy Capital
California
$552K
NRI
1841
NFP Retirement Inc
California
$549K
BFC
1842
Blue Fin Capital
Rhode Island
$548K
FM
1843
Foster & Motley
Ohio
$548K
BMWM
1844
Brown Miller Wealth Management
Virginia
$547K
SW
1845
Simplicity Wealth
New Jersey
$547K
1WM
1846
1858 Wealth Management
Ohio
$546K
RIG
1847
RiverFront Investment Group
Virginia
$546K
AWA
1848
Acorn Wealth Advisors
Michigan
$545K
TWP
1849
Tyche Wealth Partners
Texas
$543K
DP
1850
Dearborn Partners
Illinois
$543K