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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
TA
2751
TFB Advisors
Kansas
RFM
2752
Royal Fund Management
Florida
BWG
2753
Berry Wealth Group
Texas
IGAM
2754
iA Global Asset Management
Quebec, Canada
MPM
2755
MBB Public Markets
Illinois
PSP
2756
Principal Street Partners
Tennessee
CPSAC
2757
Chas P. Smith & Associates (CPS)
Florida
BA
2758
Bellwether Advisors
Nebraska
CNTOF
2759
Canandaigua National Trust of Florida
New York
LCWP
2760
Legacy Capital Wealth Partners
Arkansas
AC
2761
ASB Consultores
Florida
PPWM
2762
PFG Private Wealth Management
Florida
OC
2763
Oarsman Capital
Wisconsin
WP
2764
WealthPLAN Partners
Nebraska
SHWM
2765
Smith & Howard Wealth Management
Georgia
AFA
2766
Antonelli Financial Advisors
Michigan
KFS
2767
Kelly Financial Services
Massachusetts
WDG
2768
Wealth Dimensions Group
Ohio
TA
2769
TrueWealth Advisors
Alabama
NWWA
2770
New Wave Wealth Advisors
Arkansas
Q
2771
QVR
California
RL
2772
Retireful LLC
Michigan
EFL
2773
ERn Financial LLC
Wisconsin
FCM
2774
Fourpath Capital Management
Oklahoma
TBWA
2775
Three Bridge Wealth Advisors
California