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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
BL
1851
Balentine LLC
Georgia
$542K
SWM
1852
Silverlake Wealth Management
Vermont
$542K
SAM
1853
Strive Asset Management
Ohio
$541K
SW
1854
Solidarity Wealth
Utah
$540K
BOJHT
1855
Bank of Jackson Hole Trust
Wyoming
$538K
CP
1856
CenterBook Partners
Connecticut
$538K
PWS
1857
Peterson Wealth Services
Utah
$537K
HR
1858
Howe & Rusling
New York
$536K
RIM
1859
Rockbridge Investment Management
New York
$536K
Twin Tree Management
1860
Twin Tree Management
Texas
$536K
VA
1861
Valmark Advisers
Ohio
$536K
CPIA
1862
Cornell Pochily Investment Advisors
New York
$536K
RWPA
1863
Richard W. Paul & Associates
Michigan
$535K
FFA
1864
Fragasso Financial Advisors
Pennsylvania
$533K
PWW
1865
Pettyjohn Wood & White
Virginia
$532K
HFS
1866
Heritage Financial Services
Massachusetts
$532K
PAM
1867
Paradigm Asset Management
New York
$531K
BSSFA
1868
Baron Silver Stevens Financial Advisors
Florida
$531K
CHC
1869
City Holding Co
West Virginia
$530K
ACM
1870
Allred Capital Management
Texas
$529K
SAM
1871
Strategy Asset Managers
California
$528K
KPWG
1872
KFA Private Wealth Group
Virginia
$528K
R
1873
Rebalance
California
$526K
AWM
1874
Austin Wealth Management
Texas
$525K
FBC
1875
Fairfield, Bush & Co
Connecticut
$525K