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
CAC
2151
Certified Advisory Corp
Florida
$333K
IQI
2152
Integrated Quantitative Investments
Washington
$332K
MIM
2153
Meridiem Investment Management
United Kingdom
$332K
CIA
2154
Caerus Investment Advisors
Texas
$332K
WC
2155
Wexford Capital
Florida
$332K
GJIA
2156
Glass Jacobson Investment Advisors
Maryland
$332K
ACM
2157
Aurdan Capital Management
Pennsylvania
$332K
Cohen & Steers
2158
Cohen & Steers
New York
$332K
SC
2159
Sierra Capital
Florida
$332K
PWAM
2160
Pinnacle West Asset Management
Wyoming
$332K
PA
2161
Planning Alternatives
Michigan
$332K
THL
2162
Tillman Hartley LLC
Colorado
$330K
CST
2163
Charles Schwab Trust
Nevada
$330K
AIA
2164
Allied Investment Advisors
Montana
$329K
CA
2165
Cornerstone Advisory
Maryland
$328K
SA
2166
Sovran Advisors
California
$328K
EA
2167
Everpar Advisors
Oklahoma
$328K
CAWM
2168
Capital Advisors Wealth Management
Washington
$327K
CAM
2169
Clark Asset Management
New Hampshire
$326K
NF
2170
NavPoint Financial
Minnesota
$326K
MC
2171
Marest Capital
California
$325K
ATI
2172
Act Two Investors
California
$325K
FH
2173
FWG Holdings
Florida
$324K
CCG
2174
Catalina Capital Group
California
$324K
LWA
2175
Lineweaver Wealth Advisors
Ohio
$324K