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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
KWA
2451
Kondo Wealth Advisors
California
$216K
SAM
2452
Simplify Asset Management
Nevada
$216K
PW
2453
Potentia Wealth
California
$216K
SQA
2454
Simon Quick Advisors
New Jersey
$216K
CPC
2455
Congress Park Capital
New York
$215K
AIS
2456
AM Investment Strategies
Tennessee
$215K
FWM
2457
FMB Wealth Management
California
$215K
SHFP
2458
Second Half Financial Partners
Florida
$215K
LWM
2459
Lionshead Wealth Management
New York
$214K
DCM
2460
Donaldson Capital Management
Indiana
$214K
CCM
2461
Chickasaw Capital Management
Tennessee
$213K
WCM
2462
Warburton Capital Management
Oklahoma
$213K
LB
2463
Legacy Bridge
Iowa
$213K
TFIPS
2464
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K
1IA
2465
1620 Investment Advisors
Massachusetts
$212K
W
2466
WealthCollab
Washington
$212K
MCCA
2467
Mill Creek Capital Advisors
Pennsylvania
$212K
WPWM
2468
Western Pacific Wealth Management
Illinois
$211K
AF
2469
Advisornet Financial
Minnesota
$211K
EL
2470
EWA LLC
Pennsylvania
$210K
TW
2471
Towerpoint Wealth
California
$210K
CCM
2472
Canal Capital Management
Virginia
$210K
CWA
2473
CogentBlue Wealth Advisors
Tennessee
$210K
LF
2474
Lee Financial
Texas
$209K
SFS
2475
Strategic Financial Services
New York
$209K