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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
MWM
2351
Manske Wealth Management
Texas
$255K
WAS
2352
Wealth Advisory Solutions
Indiana
$255K
PRP
2353
Peak Retirement Planning
Ohio
$255K
RB
2354
Renasant Bank
Mississippi
$254K
ACP
2355
Argyle Capital Partners
California
$254K
DWM
2356
DecisionMap Wealth Management
Virginia
$254K
GSWM
2357
Greenup Street Wealth Management
Michigan
$252K
FVWA
2358
Foster Victor Wealth Advisors
South Carolina
$252K
AM
2359
Atwater Malick
Pennsylvania
$251K
SW
2360
SkyOak Wealth
Michigan
$251K
PAM
2361
PCG Asset Management
New Jersey
$251K
CWA
2362
Consilio Wealth Advisors
Washington
$251K
SGFG
2363
Silver Grove Financial Group
New York
$251K
COCM
2364
Charter Oak Capital Management
New Hampshire
$250K
WI
2365
Wedgewood Investors
Pennsylvania
$249K
QWM
2366
Quadcap Wealth Management
Texas
$249K
LIA
2367
LBMC Investment Advisors
Tennessee
$249K
MWA
2368
Motive Wealth Advisors
Michigan
$249K
SA
2369
Shilanski & Associates
Alaska
$248K
WH
2370
Willner & Heller
California
$248K
LA
2371
Latitude Advisors
Florida
$246K
NCTC
2372
New Covenant Trust Company
Indiana
$246K
FFC
2373
First Financial Corp
Indiana
$246K
FCCM
2374
First City Capital Management
Georgia
$246K
WAL
2375
W Advisors LLC
Tennessee
$245K