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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
ACM
2376
Aspen Capital Management
Idaho
$245K
FFC
2377
Frederick Financial Consultants
Maryland
$243K
SPFA
2378
Summit Place Financial Advisors
New Jersey
$243K
MMM
2379
Mendel Money Management
Illinois
$243K
AWP
2380
Ascent Wealth Partners
New York
$241K
VAF
2381
Values Added Financial
District of Columbia
$241K
IAS
2382
IMA Advisory Services
Colorado
$240K
HIS
2383
Harvest Investment Services
Illinois
$240K
RPCA
2384
Running Point Capital Advisors
California
$240K
PEA
2385
Park Edge Advisors
Ohio
$240K
AWAG
2386
ARS Wealth Advisors Group
Florida
$239K
RFN
2387
Redwood Financial Network
Ohio
$239K
PHWM
2388
Pine Harbor Wealth Management
Maryland
$239K
SGC
2389
Slocum, Gordon & Co
Rhode Island
$238K
BC
2390
Brio Consultants
California
$238K
LWM
2391
LeConte Wealth Management
Tennessee
$238K
SWIM
2392
Smallwood Wealth Investment Management
New Jersey
$237K
FC
2393
Fusion Capital
South Carolina
$237K
TF
2394
Trek Financial
Arizona
$236K
HF
2395
Holcombe Financial
Georgia
$236K
T
2396
Tidemark
California
$236K
SPF
2397
South Plains Financial
Texas
$235K
RIS
2398
Retirement Income Solutions
Michigan
$234K
SL
2399
Salomon & Ludwin
Virginia
$234K
SI
2400
Seeds Investor
New York
$234K