AXP icon

American Express

2,703 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 999 increasing their positions, 1,022 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 1,022

1.32% less ownership

Funds ownership: 84.84%83.53% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,703
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

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
T
2376
Tidemark
California
$236K
SPF
2377
South Plains Financial
Texas
$235K
RIS
2378
Retirement Income Solutions
Michigan
$234K
SL
2379
Salomon & Ludwin
Virginia
$234K
SI
2380
Seeds Investor
New York
$234K
AFA
2381
American Financial Advisors
Georgia
$234K
MAG
2382
M3 Advisory Group
Massachusetts
$234K
CCWM
2383
Correct Capital Wealth Management
Missouri
$233K
BMCM
2384
Burns Matteson Capital Management
New York
$233K
PCM
2385
Pointe Capital Management
Michigan
$232K
PVAMC
2386
PPS&V Asset Management Consultants
Michigan
$232K
AW
2387
Avion Wealth
Texas
$231K
GCA
2388
Gradient Capital Advisors
California
$231K
HA
2389
Hofer & Associates
California
$230K
VBA
2390
von Borstel & Associates
Oregon
$230K
SFS
2391
Stiles Financial Services
Minnesota
$230K
JFGIW
2392
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K
FMTCOCP
2393
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
LJHT
2394
Laurie J. Hall Trustee
$229K
BWL
2395
Bogart Wealth LLC
Virginia
$228K
Betterment LLC
2396
Betterment LLC
New York
$228K
WHC
2397
Wulff, Hansen & Co
California
$228K
CGFA
2398
Colton Groome Financial Advisors
North Carolina
$228K
MCA
2399
Magnolia Capital Advisors
Mississippi
$227K
ST
2400
Somerset Trust
Pennsylvania
$226K