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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
AFT
2001
Alpha Family Trust
California
$433K
MBTD
2002
Mechanics Bank - Trust Department
California
$433K
KFA
2003
Kapstone Financial Advisors
Ohio
$433K
IIA
2004
IPG Investment Advisors
California
$433K
GAMC
2005
Garner Asset Management Corp
Texas
$432K
ISWM
2006
Independent Solutions Wealth Management
New York
$432K
FA
2007
Fagan Associates
New York
$432K
ACI
2008
Alpha Cubed Investments
California
$429K
VWM
2009
Vigilare Wealth Management
Arizona
$429K
KLCM
2010
KG&L Capital Management
Louisiana
$429K
BI
2011
Ballast Inc
Kentucky
$428K
PG
2012
Prostatis Group
Maryland
$427K
PL
2013
Perpetual Ltd
Australia
$426K
SAA
2014
Southeast Asset Advisors
Georgia
$426K
WDC
2015
Woodward Diversified Capital
California
$425K
MHR
2016
Matthew Hamilton Rosenberg
$425K
SH
2017
SLT Holdings
Arizona
$425K
4WM
2018
4J Wealth Management
Virginia
$425K
BP
2019
BBR Partners
New York
$424K
NFG
2020
Nadler Financial Group
Illinois
$424K
PIN
2021
Prudent Investors Network
California
$424K
CIAS
2022
Capital Investment Advisory Services
North Carolina
$424K
OFO
2023
OneAscent Family Office
Alabama
$424K
OPA
2024
Old Port Advisors
Maine
$424K
AAS
2025
Annex Advisory Services
Wisconsin
$423K