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
NSAM
2201
North Star Asset Management
Wisconsin
$311K
GPI
2202
General Partner Inc
Pennsylvania
$311K
SPWM
2203
Spartan Planning & Wealth Management
North Carolina
$310K
AW
2204
Atlas Wealth
Ohio
$310K
RCG
2205
Ruane, Cunniff & Goldfarb
New York
$310K
AHC
2206
Adell Harriman & Carpenter
Texas
$309K
EBSAM
2207
Eubel Brady & Suttman Asset Management
Ohio
$309K
MFGM
2208
Marshall Financial Group (Maryland)
Maryland
$308K
WWM
2209
WT Wealth Management
Arizona
$307K
SSWM
2210
Sheets Smith Wealth Management
North Carolina
$306K
KWM
2211
Kingsman Wealth Management
Florida
$306K
ACA
2212
Ackerman Capital Advisors
Texas
$306K
SC
2213
Stephenson & Company
California
$305K
GSWA
2214
Good Steward Wealth Advisors
Tennessee
$304K
AAB
2215
ABN AMRO Bank
Netherlands
$303K
WIM
2216
Westside Investment Management
California
$302K
MPM
2217
Meritage Portfolio Management
Kansas
$302K
EIA
2218
Edgemoor Investment Advisors
Maryland
$301K
NWMG
2219
National Wealth Management Group
Ohio
$301K
CB
2220
CNB Bank
Pennsylvania
$301K
CAM
2221
Costello Asset Management
Pennsylvania
$301K
GH
2222
GAM Holding
Switzerland
$300K
WFAG
2223
Worth Financial Advisory Group
North Carolina
$299K
IBOK
2224
Independence Bank of Kentucky
Kentucky
$299K
TF
2225
Talbot Financial
Washington
$299K