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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
RFG
2501
REAP Financial Group
Texas
$166K
CCMI
2502
Creative Capital Management Investments
California
$166K
SNB
2503
Security National Bank
Nebraska
$154K
DMBA
2504
Deseret Mutual Benefit Administrators
Utah
$153K
BHWM
2505
Bay Harbor Wealth Management
Maryland
$152K
BGAI
2506
Bruce G. Allen Investments
Colorado
$151K
RS
2507
Rakuten Securities
Japan
$150K
FFL
2508
Financial Freedom LLC
Ohio
$146K
SIS
2509
Sound Income Strategies
Florida
$145K
OP
2510
ORG Partners
Indiana
$142K
BHWM
2511
Beaird Harris Wealth Management
Texas
$142K
FC
2512
Fairscale Capital
New Hampshire
$139K
TCM
2513
Triumph Capital Management
Colorado
$138K
B
2514
Birchbrook
Maine
$136K
JAM
2515
JCIC Asset Management
Ontario, Canada
$136K
BIA
2516
Bell Investment Advisors
California
$135K
KFA
2517
Kelleher Financial Advisors
New York
$135K
FMB
2518
Field & Main Bank
Kentucky
$133K
AEPWM
2519
Atlantic Edge Private Wealth Management
Florida
$131K
GKIM
2520
GW&K Investment Management
Massachusetts
$127K
BWM
2521
Bernard Wealth Management
Michigan
$122K
KFPC
2522
KERR FINANCIAL PLANNING Corp
California
$122K
HCM
2523
Hollencrest Capital Management
California
$121K
T
2524
TOBAM
France
$120K
RA
2525
Rise Advisors
New York
$119K