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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
FUBT
2626
First United Bank & Trust
Maryland
$21.6K
GCGDR
2627
Geo Capital Gestora de Recursos
Brazil
$20K
RL
2628
Rogco LP
Oklahoma
$19.9K
MAM
2629
Marquette Asset Management
Minnesota
$19.3K
PMIM
2630
Prudent Man Investment Management
Colorado
$19K
QL
2631
Quarry LP
New York
$18.6K
EPIMS
2632
Evelyn Partners Investment Management Services
$18.3K
DPW
2633
DiNuzzo Private Wealth
Pennsylvania
$17.2K
SC
2634
Swan Capital
Florida
$17.1K
ETS
2635
ESL Trust Services
New York
$16.6K
LWMI
2636
Legacy Wealth Management (Idaho)
Idaho
$16.6K
BFS
2637
Bare Financial Services
Pennsylvania
$16.3K
TWD
2638
True Wealth Design
Ohio
$16K
RWA
2639
Redmont Wealth Advisors
Illinois
$15.6K
BI
2640
Binnacle Investments
Iowa
$15.3K
SHIM
2641
Stone House Investment Management
Pennsylvania
$14.7K
HCM
2642
Horrell Capital Management
Arkansas
$14.6K
CWA
2643
Carolina Wealth Advisors
South Carolina
$14.6K
YP
2644
YANKCOM Partnership
South Dakota
$14.3K
HWM
2645
HighMark Wealth Management
Minnesota
$14.3K
MBFW
2646
Morton Brown Family Wealth
Pennsylvania
$13.3K
VWA
2647
Valued Wealth Advisors
Utah
$13K
EPAM
2648
Evelyn Partners Asset Management
$12.6K
DCM
2649
Davidson Capital Management
Texas
$12.3K
RBC
2650
Roble Belko & Company
Pennsylvania
$12K