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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
PCWA
2101
Pacific Capital Wealth Advisors
California
$375K
UFA
2102
Uptown Financial Advisors
Texas
$374K
MC
2103
Middleton & Co
Massachusetts
$374K
CIP
2104
Convergence Investment Partners
Florida
$373K
KIG
2105
Kessler Investment Group
Indiana
$372K
TA
2106
TruWealth Advisors
Louisiana
$370K
UWP
2107
Uniting Wealth Partners
Kansas
$368K
SSWM
2108
Strait & Sound Wealth Management
California
$368K
CL
2109
COWA LLC
Oklahoma
$367K
HIIFS
2110
Harel Insurance Investments & Financial Services
Israel
$367K
PCA
2111
Providence Capital Advisors
North Carolina
$366K
SFGP
2112
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$366K
APW
2113
Acima Private Wealth
Virginia
$365K
WFA
2114
Wellspring Financial Advisors
Ohio
$364K
NAMNJ
2115
NorthStar Asset Management (New Jersey)
New Jersey
$363K
SWTS
2116
Stonehaven Wealth & Tax Solutions
Wisconsin
$363K
PWP
2117
Perfromance Wealth Partners
Illinois
$362K
SFG
2118
SevenBridge Financial Group
Pennsylvania
$362K
RAM
2119
Redmond Asset Management
Virginia
$361K
PCMC
2120
Paragon Capital Management (Colorado)
Colorado
$361K
BCM
2121
BTC Capital Management
Iowa
$360K
BWA
2122
Bestgate Wealth Advisors
Maryland
$360K
BDF
2123
Black Diamond Financial
Maryland
$360K
TCBWMS
2124
Texas Capital Bank Wealth Management Services
Texas
$360K
GIA
2125
Guyasuta Investment Advisors
Pennsylvania
$359K