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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
WAG
2551
Wiser Advisor Group
Arizona
$88K
TFA
2552
Transamerica Financial Advisors
Florida
$87K
AWM
2553
Accredited Wealth Management
Kentucky
$85.9K
AT
2554
Avalon Trust
New Mexico
$84K
WA
2555
WPG Advisers
Maryland
$83.4K
FCMT
2556
Founders Capital Management (Texas)
Texas
$83K
FWM
2557
FSA Wealth Management
Massachusetts
$80.7K
S
2558
Sachetta
Massachusetts
$78.3K
OAJ
2559
Ogorek Anthony Joseph
New York
$77K
FP
2560
Financial Perspectives
Minnesota
$76.9K
SVWA
2561
Sarver Vrooman Wealth Advisors
Missouri
$75.1K
FG
2562
Fairman Group
Pennsylvania
$73.1K
JFA
2563
JNBA Financial Advisors
Minnesota
$71.1K
PP
2564
PFS Partners
New Jersey
$70K
FPF
2565
First Pacific Financial
Washington
$69.1K
JGIA
2566
Jackson Grant Investment Advisers
Connecticut
$67.4K
AWM
2567
Abound Wealth Management
Tennessee
$66.6K
CCC
2568
Chelsea Counsel Company
California
$66.4K
SA
2569
SRH Advisors
Kansas
$66.4K
NRWA
2570
North Ridge Wealth Advisors
Oregon
$66.4K
DF
2571
Dunhill Financial
United Kingdom
$59.3K
FMP
2572
Financial Management Professionals
Texas
$59.1K
IRAG
2573
Investment Research & Advisory Group
Georgia
$58.2K
FNWA
2574
Financial Network Wealth Advisors
Utah
$57.5K
RWM
2575
Rialto Wealth Management
New York
$57.5K