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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
SSWM
2226
Sheets Smith Wealth Management
North Carolina
$306K
KWM
2227
Kingsman Wealth Management
Florida
$306K
ACA
2228
Ackerman Capital Advisors
Texas
$306K
SC
2229
Stephenson & Company
California
$305K
GSWA
2230
Good Steward Wealth Advisors
Tennessee
$304K
NFP
2231
Narus Financial Partners
Utah
$304K
AAB
2232
ABN AMRO Bank
Netherlands
$303K
WIM
2233
Westside Investment Management
California
$302K
MPM
2234
Meritage Portfolio Management
Kansas
$302K
EIA
2235
Edgemoor Investment Advisors
Maryland
$301K
NWMG
2236
National Wealth Management Group
Ohio
$301K
CB
2237
CNB Bank
Pennsylvania
$301K
CAM
2238
Costello Asset Management
Pennsylvania
$301K
GH
2239
GAM Holding
Switzerland
$300K
WFAG
2240
Worth Financial Advisory Group
North Carolina
$299K
IBOK
2241
Independence Bank of Kentucky
Kentucky
$299K
TF
2242
Talbot Financial
Washington
$299K
HI
2243
Humankind Investments
New York
$299K
S
2244
Sunpointe
Missouri
$298K
JC
2245
JB Capital
Connecticut
$297K
JWM
2246
JGP Wealth Management
Oregon
$296K
CB
2247
Chris Bulman
California
$295K
EIG
2248
Ellenbecker Investment Group
Wisconsin
$294K
SSA
2249
South Street Advisors
New York
$294K
SG
2250
Strid Group
Pennsylvania
$294K