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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
MCI
2501
MRP Capital Investments
Georgia
$186K
SC
2502
Stephens Consulting
Michigan
$185K
SSG
2503
Summit Securities Group
New York
$185K
AWM
2504
Activest Wealth Management
Florida
$183K
CAIM
2505
Catherine Avery Investment Management
Florida
$183K
FCT
2506
First Community Trust
Iowa
$183K
MAFA
2507
MJT & Associates Financial Advisory
Minnesota
$180K
IUHSA
2508
Itau Unibanco Holding S.A.
Brazil
$180K
PPC
2509
Park Place Capital
Alabama
$180K
VWA
2510
VSM Wealth Advisory
Maryland
$177K
FWA
2511
Flagship Wealth Advisors
Massachusetts
$176K
WPA
2512
Wealth Preservation Advisors
Tennessee
$175K
AI
2513
AXS Investments
New York
$175K
CVM
2514
Cheviot Value Management
California
$171K
IWM
2515
IMG Wealth Management
Florida
$169K
RFG
2516
REAP Financial Group
Texas
$166K
CCMI
2517
Creative Capital Management Investments
California
$166K
SNB
2518
Security National Bank
Nebraska
$154K
DMBA
2519
Deseret Mutual Benefit Administrators
Utah
$153K
BHWM
2520
Bay Harbor Wealth Management
Maryland
$152K
BGAI
2521
Bruce G. Allen Investments
Colorado
$151K
RS
2522
Rakuten Securities
Japan
$150K
FFL
2523
Financial Freedom LLC
Ohio
$146K
SIS
2524
Sound Income Strategies
Florida
$145K
OP
2525
ORG Partners
Indiana
$142K