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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
TFA
2776
Trinity Financial Advisors
Ohio
TPWA
2777
Twin Peaks Wealth Advisors
California
BWS
2778
Buck Wealth Strategies
Colorado
AGC
2779
Aspen Grove Capital
Colorado
CWP
2780
Curated Wealth Partners
California
FF
2781
Foronjy Financial
California
GFG
2782
Goldstone Financial Group
Illinois
BWM
2783
BCS Wealth Management
Tennessee
LWA
2784
Lantern Wealth Advisors
New York
BCMLT
2785
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2786
Wood Tarver Financial Group
Idaho
WA
2787
Whipplewood Advisors
Colorado
PFG
2788
Putney Financial Group
California
WCM
2789
Winthrop Capital Management
Indiana
TIM
2790
Total Investment Management
Arizona
IIM
2791
Intact Investment Management
Quebec, Canada
EC
2792
Elequin Capital
New York
SO
2793
Sierra Ocean
California
MWM
2794
MorganRosel Wealth Management
Colorado
AWM
2795
Atticus Wealth Management
Florida
IMC
2796
Investment Management Corporation
Virginia
BFP
2797
Briaud Financial Planning
Texas
MPW
2798
MASECO Private Wealth
BFPW
2799
BOK Financial Private Wealth
Colorado
WCM
2800
WealthTrak Capital Management
Virginia