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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
IRC
1876
Investors Research Corp
Georgia
$523K
PWP
1877
Phillips Wealth Planners
Mississippi
$522K
APIM
1878
Agate Pass Investment Management
Washington
$521K
LI
1879
LMCG Investments
Massachusetts
$519K
FDDB
1880
Fidelity D&D Bancorp
Pennsylvania
$518K
AF
1881
Apollon Financial
South Carolina
$518K
HWA
1882
HCR Wealth Advisors
California
$518K
FPL
1883
Fortress Private Ledger
North Carolina
$517K
FWIA
1884
Fort Washington Investment Advisors
Ohio
$516K
WI
1885
WrapManager Inc
California
$515K
IA
1886
Invested Advisors
Pennsylvania
$515K
ICP
1887
Impact Capital Partners
Colorado
$514K
TFA
1888
Toth Financial Advisory
Virginia
$513K
ISFAN
1889
Investor's Fiduciary Advisor Network
Washington
$512K
EWA
1890
Exencial Wealth Advisors
Oklahoma
$512K
DAM
1891
Delta Asset Management
Tennessee
$511K
OL
1892
OneFund LLC
Florida
$511K
MG
1893
Marex Group
$511K
MW
1894
MBL Wealth
North Carolina
$510K
MW
1895
Maia Wealth
Colorado
$508K
FWI
1896
Facet Wealth Inc
Maryland
$507K
AWM
1897
Aprio Wealth Management
Georgia
$507K
BCFD
1898
Boit C.F. David
$507K
OCM
1899
Osterweis Capital Management
California
$507K
PWA
1900
Physician Wealth Advisors
Utah
$505K