AXP icon

American Express

2,703 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 999 increasing their positions, 1,022 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 1,022

1.32% less ownership

Funds ownership: 84.84%83.53% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,703
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2076
CFS Investment Advisory Services
New Jersey
$379K
PIP
2077
Peachtree Investment Partners
Florida
$379K
KWA
2078
Kellett Wealth Advisors
Ohio
$378K
DOA
2079
D'Orazio & Associates
Virginia
$377K
CG
2080
Clifford Group
Massachusetts
$377K
SEA
2081
Stegent Equity Advisors
Texas
$377K
OPPS
2082
Obsidian Personal Planning Solutions
Maryland
$377K
HI
2083
Hudock Inc
Pennsylvania
$376K
EFG
2084
Ehrlich Financial Group
California
$376K
PCWA
2085
Pacific Capital Wealth Advisors
California
$375K
UFA
2086
Uptown Financial Advisors
Texas
$374K
MC
2087
Middleton & Co
Massachusetts
$374K
CIP
2088
Convergence Investment Partners
Florida
$373K
KIG
2089
Kessler Investment Group
Indiana
$372K
TA
2090
TruWealth Advisors
Louisiana
$370K
UWP
2091
Uniting Wealth Partners
Kansas
$368K
SSWM
2092
Strait & Sound Wealth Management
California
$368K
CL
2093
COWA LLC
Oklahoma
$367K
HIIFS
2094
Harel Insurance Investments & Financial Services
Israel
$367K
PCA
2095
Providence Capital Advisors
North Carolina
$366K
SFG
2096
Stonebridge Financial Group
Pennsylvania
$366K
APW
2097
Acima Private Wealth
Virginia
$365K
WFA
2098
Wellspring Financial Advisors
Ohio
$364K
NAMNJ
2099
NorthStar Asset Management (New Jersey)
New Jersey
$363K
SWTS
2100
Stonehaven Wealth & Tax Solutions
Wisconsin
$363K