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American Express

2,719 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
2,719
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
SC
2651
Swan Capital
Florida
$17.1K
ETS
2652
ESL Trust Services
New York
$16.6K
LWMI
2653
Legacy Wealth Management (Idaho)
Idaho
$16.6K
BFS
2654
Bare Financial Services
Pennsylvania
$16.3K
TWD
2655
True Wealth Design
Ohio
$16K
RWA
2656
Redmont Wealth Advisors
Illinois
$15.6K
BI
2657
Binnacle Investments
Iowa
$15.3K
SHIM
2658
Stone House Investment Management
Pennsylvania
$14.7K
HCM
2659
Horrell Capital Management
Arkansas
$14.6K
CWA
2660
Carolina Wealth Advisors
South Carolina
$14.6K
YP
2661
YANKCOM Partnership
South Dakota
$14.3K
HWM
2662
HighMark Wealth Management
Minnesota
$14.3K
MBFW
2663
Morton Brown Family Wealth
Pennsylvania
$13.3K
VWA
2664
Valued Wealth Advisors
Utah
$13K
EPAM
2665
Evelyn Partners Asset Management
$12.6K
DCM
2666
Davidson Capital Management
Texas
$12.3K
RBC
2667
Roble Belko & Company
Pennsylvania
$12K
AFWM
2668
Abich Financial Wealth Management
Virginia
$11.6K
GIM
2669
Gold Investment Management
Alberta, Canada
$11K
RTL
2670
Red Tortoise LLC
Georgia
$10.6K
OA
2671
Operose Advisors
Wisconsin
$9.96K
KSB
2672
Kennebec Savings Bank
Maine
$9.63K
WWA
2673
Wealth Watch Advisors
Colorado
$9.63K
FFA
2674
Frazier Financial Advisors
Ohio
$9.3K
TFGT
2675
TS Financial Group (TSFG)
Illinois
$9K