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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
WG
2201
Warner Group
Connecticut
$320K
FNWM
2202
Financial Network Wealth Management
Utah
$320K
HFS
2203
Hopwood Financial Services
Virginia
$320K
EFG
2204
Ethos Financial Group
Pennsylvania
$318K
FCA
2205
FLC Capital Advisors
California
$318K
JCM
2206
Jacobsen Capital Management
Utah
$317K
CWA
2207
CJM Wealth Advisers
Virginia
$317K
BWP
2208
Barlow Wealth Partners
Kentucky
$315K
FA
2209
FDx Advisors
Illinois
$315K
IAG
2210
Investment Advisory Group
Massachusetts
$315K
WCM
2211
Wedge Capital Management
North Carolina
$315K
BWFA
2212
Baltimore-Washington Financial Advisors
Maryland
$314K
IB
2213
Intrust Bank
Kansas
$313K
OCM
2214
Orion Capital Management
California
$312K
HA
2215
HC Advisors
Georgia
$312K
NMC
2216
Nine Masts Capital
Hong Kong
$312K
NSAM
2217
North Star Asset Management
Wisconsin
$311K
GPI
2218
General Partner Inc
Pennsylvania
$311K
SPWM
2219
Spartan Planning & Wealth Management
North Carolina
$310K
AW
2220
Atlas Wealth
Ohio
$310K
RCG
2221
Ruane, Cunniff & Goldfarb
New York
$310K
AHC
2222
Adell Harriman & Carpenter
Texas
$309K
EBSAM
2223
Eubel Brady & Suttman Asset Management
Ohio
$309K
MFGM
2224
Marshall Financial Group (Maryland)
Maryland
$308K
WWM
2225
WT Wealth Management
Arizona
$307K