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American Express

2,718 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, 1,004 increasing their positions, 1,030 reducing their positions, and 106 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:

3% less repeat investments, than reductions

Existing positions increased: 1,004 | Existing positions reduced: 1,030

1.39% less ownership

Funds ownership: 84.93%83.54% (-1.4%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,718
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
CA
2476
Claris Advisors
Missouri
$205K
TCA
2477
Trifecta Capital Advisors
Illinois
$205K
TCMP
2478
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K
APM
2479
a16z Perennial Management
California
$205K
TW
2480
Traveka Wealth
California
$204K
BFO
2481
Biltmore Family Office
North Carolina
$204K
IF
2482
Intrua Financial
Texas
$203K
ARG
2483
Advisory Resource Group
Oklahoma
$203K
PD
2484
Planning Directions
Pennsylvania
$202K
KBFS
2485
Kohmann Bosshard Financial Services
Ohio
$202K
BPW
2486
BLVD Private Wealth
Kentucky
$202K
TWP
2487
Triad Wealth Partners
Kansas
$202K
RW
2488
Regimen Wealth
Georgia
$202K
WF
2489
Wayfinding Financial
Washington
$201K
KTC
2490
Kentucky Trust Company
Kentucky
$201K
FAM
2491
Fenimore Asset Management
New York
$201K
GJWM
2492
Gilliland Jeter Wealth Management
Arkansas
$201K
FAT
2493
First American Trust
California
$200K
LC
2494
Lavaca Capital
Texas
$196K
LI
2495
LRI Investments
Florida
$194K
CFS
2496
CGC Financial Services
Oregon
$193K
SIS
2497
Strategic Investment Solutions
Illinois
$191K
AA
2498
Addison Advisors
Vermont
$189K
WBWA
2499
William B. Walkup & Associates
South Carolina
$188K
FGAM
2500
Financial Gravity Asset Management
Texas
$187K