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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
TCM
2626
TruNorth Capital Management
Michigan
$29.6K
HHGA
2627
Halbert Hargrove Global Advisors
California
$28.9K
GA
2628
Guerra Advisors
Florida
$27.9K
MWPCG
2629
Measured Wealth Private Client Group
New Hampshire
$27.6K
AIM
2630
Access Investment Management
Georgia
$27.2K
DFA
2631
DHJJ Financial Advisors
Illinois
$27.2K
MNA
2632
Manning & Napier Advisors
New York
$26.9K
HC
2633
Hoese & Co
Minnesota
$26.6K
CIA
2634
Cape Investment Advisory
Georgia
$26.2K
VWM
2635
Valley Wealth Managers
New Jersey
$25.2K
ECM
2636
Estabrook Capital Management
New York
$24.6K
IW
2637
Imprint Wealth
South Carolina
$23.9K
DWM
2638
Dogwood Wealth Management
Kansas
$23.3K
CCM
2639
Cloud Capital Management
Washington
$23K
ACM
2640
Anfield Capital Management
California
$22.6K
PP
2641
Pacifica Partners
Canada
$22.3K
FUBT
2642
First United Bank & Trust
Maryland
$21.6K
GCGDR
2643
Geo Capital Gestora de Recursos
Brazil
$20K
RL
2644
Rogco LP
Oklahoma
$19.9K
MAM
2645
Marquette Asset Management
Minnesota
$19.3K
PMIM
2646
Prudent Man Investment Management
Colorado
$19K
QL
2647
Quarry LP
New York
$18.6K
EPIMS
2648
Evelyn Partners Investment Management Services
$18.3K
DPW
2649
DiNuzzo Private Wealth
Pennsylvania
$17.2K
SC
2650
Swan Capital
Florida
$17.1K