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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
CTA
1976
Colonial Trust Advisors
South Carolina
$450K
KWM
1977
Keebeck Wealth Management
Illinois
$450K
LPT
1978
Legacy Private Trust
Wisconsin
$450K
NAMP
1979
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
SAM
1980
Summit Asset Management
Tennessee
$448K
OWM
1981
OneAscent Wealth Management
Alabama
$447K
SCM
1982
Schnieders Capital Management
California
$446K
AGA
1983
Arkos Global Advisors
Texas
$446K
PMSA
1984
Patrick M. Sweeney & Associates
Illinois
$445K
LIWM
1985
Long Island Wealth Management
New York
$445K
TCOTS
1986
Trust Company of the South
North Carolina
$444K
FFIC
1987
First Fiduciary Investment Counsel
Ohio
$443K
SG
1988
Sienna Gestion
France
$442K
SFG
1989
Shum Financial Group
California
$442K
BW
1990
BIP Wealth
Georgia
$441K
WP
1991
WealthShield Partners
North Carolina
$441K
SN
1992
Sittner & Nelson
Oregon
$441K
A
1993
AlphaQuest
New York
$440K
SHJ
1994
Sharkey, Howes & Javer
Colorado
$439K
AWP
1995
Accretive Wealth Partners
New Jersey
$438K
ARMT
1996
Amica Retiree Medical Trust
Rhode Island
$438K
CAL
1997
Capital Advisors Ltd
Ohio
$438K
CFO
1998
CVA Family Office
Colorado
$434K
GA
1999
GSG Advisors
New Jersey
$434K
MMHP
2000
Murphy Middleton Hinkle & Parker
Georgia
$434K