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American Express

2,702 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, 1,021 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: 1,021

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
2,702
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
RW
2476
Regimen Wealth
Georgia
$202K
WF
2477
Wayfinding Financial
Washington
$201K
KTC
2478
Kentucky Trust Company
Kentucky
$201K
FAM
2479
Fenimore Asset Management
New York
$201K
GJWM
2480
Gilliland Jeter Wealth Management
Arkansas
$201K
FAT
2481
First American Trust
California
$200K
LC
2482
Lavaca Capital
Texas
$196K
LI
2483
LRI Investments
Florida
$194K
CFS
2484
CGC Financial Services
Oregon
$193K
AA
2485
Addison Advisors
Vermont
$189K
WBWA
2486
William B. Walkup & Associates
South Carolina
$188K
FGAM
2487
Financial Gravity Asset Management
Texas
$187K
SC
2488
Stephens Consulting
Michigan
$185K
SSG
2489
Summit Securities Group
New York
$185K
AWM
2490
Activest Wealth Management
Florida
$183K
FCT
2491
First Community Trust
Iowa
$183K
MAFA
2492
MJT & Associates Financial Advisory
Minnesota
$180K
IUHSA
2493
Itau Unibanco Holding S.A.
Brazil
$180K
PPC
2494
Park Place Capital
Alabama
$180K
VWA
2495
VSM Wealth Advisory
Maryland
$177K
FWA
2496
Flagship Wealth Advisors
Massachusetts
$176K
WPA
2497
Wealth Preservation Advisors
Tennessee
$175K
AI
2498
AXS Investments
New York
$175K
CVM
2499
Cheviot Value Management
California
$171K
IWM
2500
IMG Wealth Management
Florida
$169K