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American Express

2,719 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
2,719
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
FG
2576
Fairman Group
Pennsylvania
$73.1K
JFA
2577
JNBA Financial Advisors
Minnesota
$71.1K
PP
2578
PFS Partners
New Jersey
$70K
FPF
2579
First Pacific Financial
Washington
$69.1K
JGIA
2580
Jackson Grant Investment Advisers
Connecticut
$67.4K
AWM
2581
Abound Wealth Management
Tennessee
$66.6K
CCC
2582
Chelsea Counsel Company
California
$66.4K
NRWA
2583
North Ridge Wealth Advisors
Oregon
$66.4K
SA
2584
SRH Advisors
Kansas
$66.4K
DF
2585
Dunhill Financial
United Kingdom
$59.3K
FMP
2586
Financial Management Professionals
Texas
$59.1K
IRAG
2587
Investment Research & Advisory Group
Georgia
$58.2K
FNWA
2588
Financial Network Wealth Advisors
Utah
$57.5K
RWM
2589
Rialto Wealth Management
New York
$57.5K
RTC
2590
Riverview Trust Company
Washington
$56.1K
CWP
2591
Concord Wealth Partners
Virginia
$55.5K
FCG
2592
Financial Connections Group
California
$54K
TCM
2593
Tradewinds Capital Management
Washington
$52.5K
UBP
2594
Union Bancaire Privee
Switzerland
$51.3K
GA
2595
GoalVest Advisory
New York
$50.8K
CWIG
2596
Chung Wu Investment Group
Texas
$50.2K
MSG
2597
Main Street Group
Virginia
$50K
NWMP
2598
Noble Wealth Management PBC
Colorado
$49.8K
RF
2599
Roxbury Financial
New Jersey
$47.6K
Loomis, Sayles & Company
2600
Loomis, Sayles & Company
Massachusetts
$47.2K