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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
EGA
2076
E&G Advisors
Texas
$391K
MIM
2077
Montgomery Investment Management
Maryland
$390K
BTWM
2078
Brass Tax Wealth Management
Ohio
$390K
HWA
2079
Heartwood Wealth Advisors
Virginia
$389K
IC
2080
Inscription Capital
Texas
$387K
JF
2081
Joule Financial
Kentucky
$387K
BCM
2082
Berbice Capital Management
New York
$387K
AWA
2083
Alta Wealth Advisors
Massachusetts
$386K
SIC
2084
Samalin Investment Counsel
New York
$386K
EWA
2085
Encompass Wealth Advisors
Oregon
$386K
GWM
2086
Gitterman Wealth Management
New Jersey
$386K
CA
2087
Claro Advisors
Massachusetts
$384K
KBG
2088
Kahn Brothers Group
New York
$382K
GWP
2089
Gateway Wealth Partners
Wisconsin
$382K
GAM
2090
Groupama Asset Management
France
$382K
WMP
2091
Wealth Management Partners
Arizona
$380K
CIAS
2092
CFS Investment Advisory Services
New Jersey
$379K
PIP
2093
Peachtree Investment Partners
Florida
$379K
KWA
2094
Kellett Wealth Advisors
Ohio
$378K
DOA
2095
D'Orazio & Associates
Virginia
$377K
CG
2096
Clifford Group
Massachusetts
$377K
SEA
2097
Stegent Equity Advisors
Texas
$377K
OPPS
2098
Obsidian Personal Planning Solutions
Maryland
$377K
HI
2099
Hudock Inc
Pennsylvania
$376K
EFG
2100
Ehrlich Financial Group
California
$376K