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American Express

2,699 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, 1,018 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: 1,018

1.34% less ownership

Funds ownership: 84.83%83.48% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,699
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
MPM
2751
MBB Public Markets
Illinois
PSP
2752
Principal Street Partners
Tennessee
CPSAC
2753
Chas P. Smith & Associates (CPS)
Florida
BA
2754
Bellwether Advisors
Nebraska
CNTOF
2755
Canandaigua National Trust of Florida
New York
LCWP
2756
Legacy Capital Wealth Partners
Arkansas
AC
2757
ASB Consultores
Florida
PPWM
2758
PFG Private Wealth Management
Florida
OC
2759
Oarsman Capital
Wisconsin
WP
2760
WealthPLAN Partners
Nebraska
SHWM
2761
Smith & Howard Wealth Management
Georgia
AFA
2762
Antonelli Financial Advisors
Michigan
KFS
2763
Kelly Financial Services
Massachusetts
WDG
2764
Wealth Dimensions Group
Ohio
TA
2765
TrueWealth Advisors
Alabama
NWWA
2766
New Wave Wealth Advisors
Arkansas
Q
2767
QVR
California
RL
2768
Retireful LLC
Michigan
EFL
2769
ERn Financial LLC
Wisconsin
FCM
2770
Fourpath Capital Management
Oklahoma
TBWA
2771
Three Bridge Wealth Advisors
California
TFA
2772
Trinity Financial Advisors
Ohio
TPWA
2773
Twin Peaks Wealth Advisors
California
BWS
2774
Buck Wealth Strategies
Colorado
AGC
2775
Aspen Grove Capital
Colorado