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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
RA
2526
Rise Advisors
New York
$119K
IWMWV
2527
Ironwood Wealth Management (West Virginia)
West Virginia
$119K
CFD
2528
Creative Financial Designs
Indiana
$117K
HNW
2529
High Note Wealth
Minnesota
$114K
GG
2530
Gleason Group
Kentucky
$114K
GCM
2531
Gables Capital Management
Florida
$113K
RFS
2532
Richardson Financial Services
Massachusetts
$112K
FIM
2533
FWL Investment Management
Texas
$111K
PCFFS
2534
Pacific Center for Financial Services
California
$110K
MMCM
2535
Murphy & Mullick Capital Management
New York
$105K
NCM
2536
Northwest Capital Management
Oregon
$104K
CBT
2537
Crews Bank & Trust
Florida
$104K
OPTFSNA
2538
Old Point Trust & Financial Services N A
Virginia
$100K
GWSA
2539
Global Wealth Strategies & Associates
Colorado
$100K
C
2540
Covestor
United Kingdom
$100K
GEA
2541
Glen Eagle Advisors
New Jersey
$98.4K
PB
2542
Pinnacle Bancorp
Nebraska
$97.7K
GK
2543
Graney & King
New York
$97.2K
TC
2544
Tacita Capital
Ontario, Canada
$96.3K
SIC
2545
SJS Investment Consulting
Ohio
$96K
RDFA
2546
Ritter Daniher Financial Advisory
Ohio
$95.7K
PWMG
2547
Private Wealth Management Group
New Jersey
$94.3K
RF
2548
Rossby Financial
Florida
$89.7K
VWM
2549
Vermillion Wealth Management
Minnesota
$89.3K
Q1WB
2550
Quest 10 Wealth Builders
Virginia
$89.3K