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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
SC
2176
Sierra Capital
Florida
$332K
PA
2177
Planning Alternatives
Michigan
$332K
THL
2178
Tillman Hartley LLC
Colorado
$330K
CST
2179
Charles Schwab Trust
Nevada
$330K
AIA
2180
Allied Investment Advisors
Montana
$329K
CA
2181
Cornerstone Advisory
Maryland
$328K
SA
2182
Sovran Advisors
California
$328K
EA
2183
Everpar Advisors
Oklahoma
$328K
CAWM
2184
Capital Advisors Wealth Management
Washington
$327K
CAM
2185
Clark Asset Management
New Hampshire
$326K
NF
2186
NavPoint Financial
Minnesota
$326K
MC
2187
Marest Capital
California
$325K
ATI
2188
Act Two Investors
California
$325K
FH
2189
FWG Holdings
Florida
$324K
CCG
2190
Catalina Capital Group
California
$324K
LWA
2191
Lineweaver Wealth Advisors
Ohio
$324K
SHGA
2192
Sand Hill Global Advisors
California
$323K
EWM
2193
EPG Wealth Management
Georgia
$323K
GPA
2194
Garrison Point Advisors
California
$322K
VIP
2195
Vista Investment Partners
Oklahoma
$322K
NRC
2196
New Republic Capital
North Carolina
$322K
MCM
2197
Monument Capital Management
Virginia
$322K
SIC
2198
Sterling Investment Counsel
New York
$321K
ODIJL
2199
One Day In July LLC
Vermont
$321K
VIM
2200
Vista Investment Management
Pennsylvania
$321K