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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
RPCONE
2301
Retirement Planning Company of New England
Rhode Island
$270K
CWAF
2302
Core Wealth Advisors (Florida)
Florida
$270K
MCP
2303
Mirador Capital Partners
California
$269K
SC
2304
Summa Corp
Texas
$269K
KWMG
2305
King Wealth Management Group
Florida
$269K
AGWCA
2306
Annis Gardner Whiting Capital Advisors
Florida
$269K
BAWC
2307
Boyce & Associates Wealth Consulting
Texas
$268K
IF
2308
IRON Financial
Illinois
$268K
CFAM
2309
Center For Asset Management
Florida
$267K
NECFA
2310
New England Capital Financial Advisors
Connecticut
$267K
WAM
2311
Wallington Asset Management
Indiana
$267K
SCM
2312
Saxony Capital Management
Missouri
$267K
OSNBOA
2313
Old Second National Bank of Aurora
Illinois
$266K
BFIC
2314
Bedell Frazier Investment Counselling
California
$266K
EM
2315
ELCO Management
New York
$266K
KIA
2316
Knollwood Investment Advisory
Maryland
$266K
NCM
2317
Novare Capital Management
North Carolina
$265K
BRM
2318
Boston Research & Management
Massachusetts
$265K
EWM
2319
Elmwood Wealth Management
California
$264K
WMA
2320
Wealth Management Associates
New Jersey
$263K
FFA
2321
Fi3 Financial Advisors
Indiana
$263K
VW
2322
Vance Wealth
California
$263K
BWP
2323
BlueStem Wealth Partners
Minnesota
$263K
CIS
2324
Connors Investor Services
Pennsylvania
$262K
HFS
2325
Hoge Financial Services
Pennsylvania
$262K