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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
PAA
2751
Peregrine Asset Advisers
Oregon
WMWM
2752
Whitaker-Myers Wealth Managers
Ohio
ARC
2753
Advisor Resource Council
Texas
W
2754
Wealthquest
Ohio
RAM
2755
Readystate Asset Management
Illinois
CT
2756
ClearAlpha Technologies
Connecticut
HFRG
2757
Houlihan Financial Resource Group
Virginia
HWP
2758
Hibernia Wealth Partners
Louisiana
OF
2759
Optimize Financial
California
LL
2760
LPWM LLC
Minnesota
CMF
2761
Counterpoint Mutual Funds
California
BCG
2762
Bravias Capital Group
New Jersey
QIM
2763
Quantitative Investment Management
Virginia
AT
2764
American Trust
Kentucky
CCA
2765
Cottonwood Capital Advisors
Utah
BCG
2766
BayBridge Capital Group
California
EC
2767
EntryPoint Capital
New York
TA
2768
TFB Advisors
Kansas
RFM
2769
Royal Fund Management
Florida
BWG
2770
Berry Wealth Group
Texas
IGAM
2771
iA Global Asset Management
Quebec, Canada
MPM
2772
MBB Public Markets
Illinois
PSP
2773
Principal Street Partners
Tennessee
CPSAC
2774
Chas P. Smith & Associates (CPS)
Florida
BA
2775
Bellwether Advisors
Nebraska