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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
BHWM
2526
Beaird Harris Wealth Management
Texas
$142K
FC
2527
Fairscale Capital
New Hampshire
$139K
B
2528
Birchbrook
Maine
$136K
JAM
2529
JCIC Asset Management
Ontario, Canada
$136K
BIA
2530
Bell Investment Advisors
California
$135K
KFA
2531
Kelleher Financial Advisors
New York
$135K
FMB
2532
Field & Main Bank
Kentucky
$133K
AEPWM
2533
Atlantic Edge Private Wealth Management
Florida
$131K
GKIM
2534
GW&K Investment Management
Massachusetts
$127K
BWM
2535
Bernard Wealth Management
Michigan
$122K
KFP
2536
Kerr Financial Planning
California
$122K
HCM
2537
Hollencrest Capital Management
California
$121K
T
2538
TOBAM
France
$120K
RA
2539
Rise Advisors
New York
$119K
IWMWV
2540
Ironwood Wealth Management (West Virginia)
West Virginia
$119K
CFD
2541
Creative Financial Designs
Indiana
$117K
HNW
2542
High Note Wealth
Minnesota
$114K
GG
2543
Gleason Group
Kentucky
$114K
GCM
2544
Gables Capital Management
Florida
$113K
RFS
2545
Richardson Financial Services
Massachusetts
$112K
FIM
2546
FWL Investment Management
Texas
$111K
PCFFS
2547
Pacific Center for Financial Services
California
$110K
MMCM
2548
Murphy & Mullick Capital Management
New York
$105K
NCM
2549
Northwest Capital Management
Oregon
$104K
CBT
2550
Crews Bank & Trust
Florida
$104K