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American Express

2,703 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, 1,022 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: 1,022

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
2,703
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
IWM
2501
IMG Wealth Management
Florida
$169K
RFG
2502
REAP Financial Group
Texas
$166K
CCMI
2503
Creative Capital Management Investments
California
$166K
SNB
2504
Security National Bank
Nebraska
$154K
DMBA
2505
Deseret Mutual Benefit Administrators
Utah
$153K
BHWM
2506
Bay Harbor Wealth Management
Maryland
$152K
BGAI
2507
Bruce G. Allen Investments
Colorado
$151K
RS
2508
Rakuten Securities
Japan
$150K
FFL
2509
Financial Freedom LLC
Ohio
$146K
SIS
2510
Sound Income Strategies
Florida
$145K
OP
2511
ORG Partners
Indiana
$142K
BHWM
2512
Beaird Harris Wealth Management
Texas
$142K
FC
2513
Fairscale Capital
New Hampshire
$139K
TCM
2514
Triumph Capital Management
Colorado
$138K
B
2515
Birchbrook
Maine
$136K
JAM
2516
JCIC Asset Management
Ontario, Canada
$136K
BIA
2517
Bell Investment Advisors
California
$135K
KFA
2518
Kelleher Financial Advisors
New York
$135K
FMB
2519
Field & Main Bank
Kentucky
$133K
AEPWM
2520
Atlantic Edge Private Wealth Management
Florida
$131K
GKIM
2521
GW&K Investment Management
Massachusetts
$127K
BWM
2522
Bernard Wealth Management
Michigan
$122K
KFPC
2523
KERR FINANCIAL PLANNING Corp
California
$122K
HCM
2524
Hollencrest Capital Management
California
$121K
T
2525
TOBAM
France
$120K