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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
NB
1951
Northwest Bancshares
Pennsylvania
$468K
JSSH
1952
J. Safra Sarasin Holding
$467K
WCA
1953
Westover Capital Advisors
Delaware
$465K
BCM
1954
Bayesian Capital Management
New York
$465K
XF
1955
XML Financial
Maryland
$464K
TNAM
1956
Terra Nova Asset Management
New York
$464K
APWA
1957
Atlas Private Wealth Advisors
New Jersey
$463K
KP
1958
Kitching Partners
Pennsylvania
$463K
LC
1959
LCNB Corp
Ohio
$462K
WTB
1960
Washington Trust Bank
Washington
$462K
XT
1961
XTX Topco
Cayman Islands
$461K
MWM
1962
MinichMacGregor Wealth Management
New York
$461K
FOA
1963
Five Oceans Advisors
California
$460K
AWAU
1964
Alliance Wealth Advisors (Utah)
Utah
$459K
HCA
1965
Hyperion Capital Advisors
New York
$458K
WCFA
1966
Walkner Condon Financial Advisors
Wisconsin
$458K
BFM
1967
Boothbay Fund Management
New York
$457K
JWBC
1968
J.W. Burns & Co
New York
$455K
AAG
1969
Armstrong Advisory Group
Massachusetts
$455K
1CP
1970
17 Capital Partners
Arizona
$454K
HFS
1971
Howard Financial Services
Texas
$454K
BEW
1972
Burton Enright Welch
California
$453K
CAG
1973
Centerpoint Advisory Group
Kansas
$453K
FFBTD
1974
First Financial Bank - Trust Division
Ohio
$452K
KA
1975
KLCM Advisors
Wisconsin
$451K