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American Express

2,702 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, 1,021 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: 1,021

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
2,702
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
CWP
2576
Concord Wealth Partners
Virginia
$55.5K
FCG
2577
Financial Connections Group
California
$54K
TCM
2578
Tradewinds Capital Management
Washington
$52.5K
UBP
2579
Union Bancaire Privee
Switzerland
$51.3K
GA
2580
GoalVest Advisory
New York
$50.8K
CWIG
2581
Chung Wu Investment Group
Texas
$50.2K
MSG
2582
Main Street Group
Virginia
$50K
RF
2583
Roxbury Financial
New Jersey
$47.6K
Loomis, Sayles & Company
2584
Loomis, Sayles & Company
Massachusetts
$47.2K
HFS
2585
Hughes Financial Services
Virginia
$46.5K
GWSG
2586
GPS Wealth Strategies Group
Colorado
$46.5K
VWWMG
2587
Vermillion & White Wealth Management Group
Pennsylvania
$46.4K
1NWS
2588
1 North Wealth Services
Maryland
$45.8K
LCM
2589
Logan Capital Management
Pennsylvania
$44.8K
AIA
2590
Aventus Investment Advisors
Florida
$44.5K
WAM
2591
WFA Asset Management
Wisconsin
$43.9K
MAM
2592
Meeder Asset Management
Ohio
$43.2K
FLP
2593
Financial Life Planners
Arizona
$43.2K
CH
2594
Canton Hathaway
Rhode Island
$43K
PG
2595
Proffitt & Goodson
Tennessee
$42.5K
AIC
2596
Archer Investment Corporation
Indiana
$41.5K
NIM
2597
Nexus Investment Management
Ontario, Canada
$41.5K
SC
2598
Solstein Capital
California
$40.2K
WOC
2599
West Oak Capital
California
$40.1K
HHMI
2600
Howard Hughes Medical Institute
Maryland
$38.9K