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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
SIM
1901
Sentry Investment Management
Wisconsin
$503K
RIM
1902
Redwood Investment Management
Arizona
$503K
SFWC
1903
Strategic Family Wealth Counselors
New Jersey
$503K
MCM
1904
MV Capital Management
Maryland
$502K
OC
1905
Optima Capital
Oregon
$501K
CFG
1906
Carter Financial Group
Illinois
$501K
CIA
1907
Compass Ion Advisors
Pennsylvania
$501K
MPIA
1908
Mountain Pacific Investment Advisers
Idaho
$500K
JIP
1909
Jaffetilchin Investment Partners
Florida
$500K
WAM
1910
Walker Asset Management
Missouri
$499K
BI
1911
Bramshill Investments
Florida
$498K
HP
1912
Holowesko Partners
Bahamas
$498K
WA1
1913
Wimmer Associates 1
California
$498K
AAIM
1914
Asset Advisors Investment Management
Georgia
$498K
SWR
1915
Spahn Wealth & Retirement
Arizona
$498K
PAS
1916
Professional Advisory Services
Florida
$498K
CT
1917
Clearstead Trust
Maine
$498K
WAG
1918
Winthrop Advisory Group
Massachusetts
$497K
PG
1919
Patten Group
Tennessee
$495K
PCM
1920
Princeton Capital Management
New Jersey
$495K
AA
1921
Aire Advisors
California
$492K
WCM
1922
Windsor Capital Management
Arizona
$490K
WC
1923
Waterloo Capital
Texas
$488K
AWA
1924
Amplius Wealth Advisors
Pennsylvania
$488K
FBFS
1925
First Business Financial Services
Wisconsin
$488K