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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
RWA
2276
Rooted Wealth Advisors
Illinois
$282K
GB
2277
Goepper Burkhardt
South Carolina
$282K
ABLA
2278
Alan B. Lancz & Associates
Ohio
$282K
ASG
2279
Ariston Services Group
California
$282K
USWIA
2280
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K
BWS
2281
Broadway Wealth Solutions
Texas
$281K
AW
2282
Apricus Wealth
South Carolina
$281K
TCWM
2283
Total Clarity Wealth Management
Illinois
$281K
HCM
2284
Hengehold Capital Management
Ohio
$280K
ACG
2285
Allen Capital Group
Nebraska
$277K
AWP
2286
Abacus Wealth Partners
California
$276K
RWM
2287
RKL Wealth Management
Pennsylvania
$276K
CWA
2288
Canvas Wealth Advisors
Kansas
$275K
PC
2289
Port Capital
Illinois
$275K
WAM
2290
Weatherly Asset Management
California
$275K
PCM
2291
Parsons Capital Management
Rhode Island
$274K
BWM
2292
Baron Wealth Management
Michigan
$273K
DF
2293
DecisionPoint Financial
Arizona
$273K
DWM
2294
Daner Wealth Management
Georgia
$272K
TIP
2295
Tandem Investment Partners
New Jersey
$272K
DIM
2296
DLK Investment Management
California
$272K
WSWA
2297
Warren Street Wealth Advisors
California
$271K
BCM
2298
Becker Capital Management
Oregon
$271K
NBWM
2299
North Berkeley Wealth Management
California
$271K
WFMPM
2300
Woodley Farra Manion Portfolio Management
Indiana
$270K