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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
AFA
2401
American Financial Advisors
Georgia
$234K
MAG
2402
M3 Advisory Group
Massachusetts
$234K
CCWM
2403
Correct Capital Wealth Management
Missouri
$233K
BMCM
2404
Burns Matteson Capital Management
New York
$233K
PCM
2405
Pointe Capital Management
Michigan
$232K
PVAMC
2406
PPS&V Asset Management Consultants
Michigan
$232K
AW
2407
Avion Wealth
Texas
$231K
GCA
2408
Gradient Capital Advisors
California
$231K
HA
2409
Hofer & Associates
California
$230K
VBA
2410
von Borstel & Associates
Oregon
$230K
SFS
2411
Stiles Financial Services
Minnesota
$230K
JFGIW
2412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K
FMTCOCP
2413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
LJHT
2414
Laurie J. Hall Trustee
$229K
BWL
2415
Bogart Wealth LLC
Virginia
$228K
Betterment LLC
2416
Betterment LLC
New York
$228K
WHC
2417
Wulff, Hansen & Co
California
$228K
CGFA
2418
Colton Groome Financial Advisors
North Carolina
$228K
MCA
2419
Magnolia Capital Advisors
Mississippi
$227K
ST
2420
Somerset Trust
Pennsylvania
$226K
TWA
2421
Talisman Wealth Advisors
New Jersey
$226K
WIM
2422
Warwick Investment Management
Texas
$225K
OBGC
2423
O'Brien Greene & Co
Pennsylvania
$224K
AG
2424
AmeriFlex Group
Nevada
$224K
PFG
2425
Pinnacle Financial Group
Illinois
$224K