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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
GAB
2251
German American Bancorp
Indiana
$293K
GWM
2252
Gibbs Wealth Management
Georgia
$292K
NEWAS
2253
N.E.W. Advisory Services
Wisconsin
$292K
MSWM
2254
Mowery & Schoenfeld Wealth Management
Illinois
$291K
GWM
2255
GSB Wealth Management
Connecticut
$291K
GHA
2256
Granite Harbor Advisors
Texas
$290K
CWAG
2257
Compton Wealth Advisory Group
Virginia
$290K
LK
2258
Lumbard & Kellner
New Hampshire
$289K
PWM
2259
Palacios Wealth Management
Florida
$289K
FHC
2260
First Heartland Consultants
Missouri
$289K
EBA
2261
Eagle Bay Advisors
New York
$288K
RW
2262
Rede Wealth
Virginia
$288K
DC
2263
DeDora Capital
California
$288K
PMFA
2264
Plante Moran Financial Advisors
Michigan
$288K
AIP
2265
Almanack Investment Partners
Pennsylvania
$287K
OBWG
2266
Onyx Bridge Wealth Group
New York
$287K
TFM
2267
TFC Financial Management
Massachusetts
$287K
MSF
2268
Mustard Seed Financial
Arkansas
$287K
FC
2269
Financial Consulate
Maryland
$286K
LAM
2270
Longboard Asset Management
Arizona
$285K
BCA
2271
Bay Colony Advisors
Massachusetts
$284K
FC
2272
Financial Council
Maryland
$284K
MIC
2273
Meridian Investment Counsel
California
$284K
CPWA
2274
Cerro Pacific Wealth Advisors
California
$284K
WA
2275
Wealthstream Advisors
New York
$283K