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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
CRI
2426
Colonial River Investments
Virginia
$224K
PGA
2427
Portland Global Advisors
Maine
$223K
CCAL
2428
City Center Advisors LLC
Michigan
$223K
EC
2429
EdgeRock Capital
Colorado
$222K
FWP
2430
FAS Wealth Partners
Kansas
$221K
PFA
2431
Plotkin Financial Advisors
Maryland
$221K
KIG
2432
Kennedy Investment Group
New Jersey
$221K
CFS
2433
Commonwealth Financial Services
West Virginia
$220K
FCM
2434
Fogel Capital Management
Florida
$220K
RW
2435
RVW Wealth
California
$219K
WCMN
2436
Westchester Capital Management (Nebraska)
Nebraska
$219K
GHA
2437
GW Henssler & Associates
Georgia
$219K
SAW
2438
Signal Advisors Wealth
Michigan
$219K
SPWG
2439
Syntegra Private Wealth Group
Missouri
$219K
MFWP
2440
Mosaic Family Wealth Partners
Missouri
$218K
HKAM
2441
Horizon Kinetics Asset Management
New York
$218K
SPP
2442
Single Point Partners
Massachusetts
$217K
EIA
2443
Eldridge Investment Advisors
New Hampshire
$217K
BAS
2444
Breakthru Advisory Services
Wisconsin
$217K
FFO
2445
Fortitude Family Office
Arizona
$216K
TCM
2446
Traynor Capital Management
Pennsylvania
$216K
FSCM
2447
Front Street Capital Management
Montana
$216K
PWM
2448
PMG Wealth Management
Illinois
$216K
SIA
2449
Stegner Investment Associates
Kentucky
$216K
CA
2450
Carson Advisory
Georgia
$216K