AXP icon

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
VNA
1926
Valley National Advisers
Pennsylvania
$487K
CPC
1927
Consolidated Planning Corp
Georgia
$486K
RWP
1928
Revolve Wealth Partners
New Jersey
$486K
FB
1929
First Bancorp
Maine
$486K
SCA
1930
Sandy Cove Advisors
Massachusetts
$485K
CCM
1931
Crew Capital Management
Ohio
$485K
JJBC
1932
James J. Burns & Company
New York
$483K
VCM
1933
Versant Capital Management
Arizona
$482K
FAM
1934
Formidable Asset Management
Ohio
$481K
WA
1935
Wealthstar Advisors
Texas
$481K
PCP
1936
Proficio Capital Partners
Massachusetts
$480K
ECAM
1937
East Coast Asset Management
Massachusetts
$479K
FA
1938
Financial Advisors
Massachusetts
$478K
EWS
1939
Evergreen Wealth Solutions
Pennsylvania
$476K
6F
1940
626 Financial
Michigan
$475K
SDAM
1941
Shulman DeMeo Asset Management
New York
$474K
HWA
1942
Heritage Wealth Advisors
Virginia
$474K
DWM
1943
Drive Wealth Management
Utah
$474K
MIM
1944
Merrion Investment Management
New Jersey
$470K
FWM
1945
Forza Wealth Management
Florida
$470K
BW
1946
BXM Wealth
Colorado
$470K
KOC
1947
Koss-Olinger Consulting
Florida
$469K
MCM
1948
Mendel Capital Management
Arkansas
$469K
RIA
1949
Regal Investment Advisors
Michigan
$468K
TIM
1950
Tortoise Investment Management
New York
$468K