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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
FPW
2326
Fairvoy Private Wealth
Alabama
$261K
SSIM
2327
Sheets Smith Investment Management
Texas
$261K
PAM
2328
PVG Asset Management
Colorado
$261K
LFGO
2329
Legacy Financial Group (Oklahoma)
Oklahoma
$261K
HGWM
2330
Horst & Graben Wealth Management
Oregon
$261K
PSCM
2331
Per Stirling Capital Management
Texas
$260K
B
2332
Bellecapital
Switzerland
$260K
VC
2333
Vestor Capital
Illinois
$260K
GFA
2334
Gallagher Fiduciary Advisors
Illinois
$260K
SW
2335
SMART Wealth
Nebraska
$259K
LF
2336
Lantz Financial
Illinois
$259K
OAM
2337
Occidental Asset Management
California
$259K
FNC
2338
First National Corp
Massachusetts
$259K
CWA
2339
Consilium Wealth Advisory
Texas
$258K
WMN
2340
Wealth Management Nebraska
Nebraska
$258K
IWP
2341
Invenio Wealth Partners
Florida
$258K
DJYG
2342
David J. Yvars Group
Florida
$257K
SFM
2343
Signet Financial Management
New Jersey
$257K
BC
2344
Burney Company
Virginia
$257K
CM
2345
Capula Management
Cayman Islands
$257K
DFP
2346
Defined Financial Planning
California
$257K
FNB
2347
Farmers National Bank
Kentucky
$256K
LOPW
2348
Live Oak Private Wealth
North Carolina
$256K
SFP
2349
Sandbox Financial Partners
Maryland
$256K
FA
2350
Fiducient Advisors
Illinois
$255K