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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
AA
2151
Alesco Advisors
New York
$345K
GWM
2152
Greenwich Wealth Management
Connecticut
$345K
CPA
2153
Capital Performance Advisors
California
$345K
AFM
2154
Aspetuck Financial Management
Connecticut
$342K
NI
2155
NDVR Inc
Massachusetts
$340K
SSC
2156
Syverson Strege & Co
Iowa
$339K
VC
2157
Veery Capital
Delaware
$339K
BWM
2158
Buckley Wealth Management
Nevada
$338K
MAWCM
2159
Mine & Arao Wealth Creation & Management
California
$336K
GGI
2160
Godsey & Gibb Inc
Virginia
$334K
TL
2161
Tradewinds LLC
North Carolina
$334K
AFW
2162
Avantra Family Wealth
Pennsylvania
$334K
MR
2163
Munich Reinsurance
$334K
OWM
2164
Orca Wealth Management
Florida
$334K
CAM
2165
Close Asset Management
United Kingdom
$333K
TPA
2166
Trivium Point Advisory
Connecticut
$333K
CAC
2167
Certified Advisory Corp
Florida
$333K
IQI
2168
Integrated Quantitative Investments
Washington
$332K
MIM
2169
Meridiem Investment Management
United Kingdom
$332K
CIA
2170
Caerus Investment Advisors
Texas
$332K
GJIA
2171
Glass Jacobson Investment Advisors
Maryland
$332K
WC
2172
Wexford Capital
Florida
$332K
ACM
2173
Aurdan Capital Management
Pennsylvania
$332K
Cohen & Steers
2174
Cohen & Steers
New York
$332K
PWAM
2175
Pinnacle West Asset Management
Wyoming
$332K