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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
LWMI
2651
Legacy Wealth Management (Idaho)
Idaho
$16.6K
ETS
2652
ESL Trust Services
New York
$16.6K
BFS
2653
Bare Financial Services
Pennsylvania
$16.3K
TWD
2654
True Wealth Design
Ohio
$16K
RWA
2655
Redmont Wealth Advisors
Illinois
$15.6K
BI
2656
Binnacle Investments
Iowa
$15.3K
SHIM
2657
Stone House Investment Management
Pennsylvania
$14.7K
HCM
2658
Horrell Capital Management
Arkansas
$14.6K
CWA
2659
Carolina Wealth Advisors
South Carolina
$14.6K
YP
2660
YANKCOM Partnership
South Dakota
$14.3K
HWM
2661
HighMark Wealth Management
Minnesota
$14.3K
MBFW
2662
Morton Brown Family Wealth
Pennsylvania
$13.3K
VWA
2663
Valued Wealth Advisors
Utah
$13K
EPAM
2664
Evelyn Partners Asset Management
$12.6K
DCM
2665
Davidson Capital Management
Texas
$12.3K
RBC
2666
Roble Belko & Company
Pennsylvania
$12K
AFWM
2667
Abich Financial Wealth Management
Virginia
$11.6K
GIM
2668
Gold Investment Management
Alberta, Canada
$11K
RTL
2669
Red Tortoise LLC
Georgia
$10.6K
OA
2670
Operose Advisors
Wisconsin
$9.96K
KSB
2671
Kennebec Savings Bank
Maine
$9.63K
WWA
2672
Wealth Watch Advisors
Colorado
$9.63K
FFA
2673
Frazier Financial Advisors
Ohio
$9.3K
TFGT
2674
TS Financial Group (TSFG)
Illinois
$9K
EWP
2675
Elevation Wealth Partners
California
$8.97K