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American Express

2,701 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, 1,020 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: 1,020

1.34% less ownership

Funds ownership: 84.84%83.5% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,701
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
Simplex Trading
2726
Simplex Trading
Illinois
HIP
2727
HUB Investment Partners
Texas
TSMHT
2728
Thurston Springer Miller Herd & Titak
Indiana
I
2729
InceptionR
California
SC
2730
Soundwatch Capital
Connecticut
IC
2731
Iconiq Capital
California
PAA
2732
Peregrine Asset Advisers
Oregon
WMWM
2733
Whitaker-Myers Wealth Managers
Ohio
ARC
2734
Advisor Resource Council
Texas
W
2735
Wealthquest
Ohio
RAM
2736
Readystate Asset Management
Illinois
CT
2737
ClearAlpha Technologies
Connecticut
HFRG
2738
Houlihan Financial Resource Group
Virginia
HWP
2739
Hibernia Wealth Partners
Louisiana
OF
2740
Optimize Financial
California
LL
2741
LPWM LLC
Minnesota
CMF
2742
Counterpoint Mutual Funds
California
BCG
2743
Bravias Capital Group
New Jersey
QIM
2744
Quantitative Investment Management
Virginia
AT
2745
American Trust
Kentucky
CCA
2746
Cottonwood Capital Advisors
Utah
BCG
2747
BayBridge Capital Group
California
EC
2748
EntryPoint Capital
New York
TA
2749
TFB Advisors
Kansas
RFM
2750
Royal Fund Management
Florida