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American Express

2,703 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, 1,022 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: 1,022

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
2,703
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
RBC
2651
Roble Belko & Company
Pennsylvania
$12K
AFWM
2652
Abich Financial Wealth Management
Virginia
$11.6K
GIM
2653
Gold Investment Management
Alberta, Canada
$11K
RTL
2654
Red Tortoise LLC
Georgia
$10.6K
OA
2655
Operose Advisors
Wisconsin
$9.96K
KSB
2656
Kennebec Savings Bank
Maine
$9.63K
WWA
2657
Wealth Watch Advisors
Colorado
$9.63K
FFA
2658
Frazier Financial Advisors
Ohio
$9.3K
TFGT
2659
TS Financial Group (TSFG)
Illinois
$9K
EWP
2660
Elevation Wealth Partners
California
$8.97K
LFA
2661
LGT Financial Advisors
Texas
$8.97K
AF
2662
Aviso Financial
Ontario, Canada
$8.97K
IFS
2663
Intelligent Financial Strategies
Minnesota
$8.3K
HFS
2664
Horizon Financial Services
North Carolina
$7.97K
CJ
2665
Caitlin John
Michigan
$7.81K
AP
2666
Atwood & Palmer
Missouri
$7.64K
LIA
2667
Luken Investment Analytics
Tennessee
$7.31K
HAP
2668
Harbor Asset Planning
Massachusetts
$7.31K
NWM
2669
Nova Wealth Management
Florida
$7.23K
MSFP
2670
Mark Sheptoff Financial Planning
Connecticut
$6.97K
MAS
2671
MPWM Advisory Solutions
Georgia
$6.97K
CC
2672
Corsicana & Co
Texas
$6.97K
IA
2673
IFS Advisors
Kansas
$6.64K
TCB
2674
Texas Capital Bancshares
Texas
$6.64K
RPA
2675
Redwood Park Advisors
California
$5.99K