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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
JFA
2576
JNBA Financial Advisors
Minnesota
$71.1K
PP
2577
PFS Partners
New Jersey
$70K
FPF
2578
First Pacific Financial
Washington
$69.1K
JGIA
2579
Jackson Grant Investment Advisers
Connecticut
$67.4K
AWM
2580
Abound Wealth Management
Tennessee
$66.6K
NRWA
2581
North Ridge Wealth Advisors
Oregon
$66.4K
SA
2582
SRH Advisors
Kansas
$66.4K
CCC
2583
Chelsea Counsel Company
California
$66.4K
DF
2584
Dunhill Financial
United Kingdom
$59.3K
FMP
2585
Financial Management Professionals
Texas
$59.1K
IRAG
2586
Investment Research & Advisory Group
Georgia
$58.2K
FNWA
2587
Financial Network Wealth Advisors
Utah
$57.5K
RWM
2588
Rialto Wealth Management
New York
$57.5K
RTC
2589
Riverview Trust Company
Washington
$56.1K
CWP
2590
Concord Wealth Partners
Virginia
$55.5K
FCG
2591
Financial Connections Group
California
$54K
TCM
2592
Tradewinds Capital Management
Washington
$52.5K
UBP
2593
Union Bancaire Privee
Switzerland
$51.3K
GA
2594
GoalVest Advisory
New York
$50.8K
CWIG
2595
Chung Wu Investment Group
Texas
$50.2K
MSG
2596
Main Street Group
Virginia
$50K
NWMP
2597
Noble Wealth Management PBC
Colorado
$49.8K
RF
2598
Roxbury Financial
New Jersey
$47.6K
Loomis, Sayles & Company
2599
Loomis, Sayles & Company
Massachusetts
$47.2K
HFS
2600
Hughes Financial Services
Virginia
$46.5K