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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
SWA
2026
SFMG Wealth Advisors
Texas
$422K
EPP
2027
ETF Portfolio Partners
Kansas
$422K
ECA
2028
Elevated Capital Advisors
Utah
$421K
MCM
2029
Mainstream Capital Management
California
$421K
BWM
2030
Birchcreek Wealth Management
Ohio
$420K
FGWP
2031
Founders Grove Wealth Partners
Virginia
$419K
VBFG
2032
Vishria Bird Financial Group
Tennessee
$418K
SCM
2033
Sterneck Capital Management
Missouri
$418K
BOPW
2034
Brandywine Oak Private Wealth
Pennsylvania
$418K
CMP
2035
Coston McIsaac & Partners
Maine
$417K
LW
2036
Libra Wealth
California
$417K
AMG
2037
Advisors Management Group
Wisconsin
$416K
KB
2038
Kimelman & Baird
New York
$415K
HFM
2039
Harvest Fund Management
China
$415K
TLA
2040
Tanglewood Legacy Advisors
Texas
$414K
GFPC
2041
Global Financial Private Client
Florida
$414K
MAG
2042
Mayfair Advisory Group
Alabama
$412K
BSAM
2043
Blue Square Asset Management
New York
$412K
CAM
2044
Claret Asset Management
Quebec, Canada
$410K
KFI
2045
Key Financial Inc
Pennsylvania
$410K
RA
2046
Ruggaard & Associates
Ohio
$409K
CS
2047
Capital Square
Tennessee
$408K
1WM
2048
1900 Wealth Management
Texas
$407K
RPWA
2049
Regent Peak Wealth Advisors
Georgia
$407K
BPCE
2050
Bank Pictet & Cie (Europe)
Germany
$407K