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American Express

2,720 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, 1,005 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:

2% less repeat investments, than reductions

Existing positions increased: 1,005 | Existing positions reduced: 1,030

1.33% less ownership

Funds ownership: 84.93%83.61% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,720
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
BA
2776
Bellwether Advisors
Nebraska
CNTOF
2777
Canandaigua National Trust of Florida
New York
NFP
2778
Narus Financial Partners
Utah
LCWP
2779
Legacy Capital Wealth Partners
Arkansas
AC
2780
ASB Consultores
Florida
PPWM
2781
PFG Private Wealth Management
Florida
OC
2782
Oarsman Capital
Wisconsin
WP
2783
WealthPLAN Partners
Nebraska
SHWM
2784
Smith & Howard Wealth Management
Georgia
AFA
2785
Antonelli Financial Advisors
Michigan
KFS
2786
Kelly Financial Services
Massachusetts
WDG
2787
Wealth Dimensions Group
Ohio
TA
2788
TrueWealth Advisors
Alabama
NWWA
2789
New Wave Wealth Advisors
Arkansas
Q
2790
QVR
California
RL
2791
Retireful LLC
Michigan
EFL
2792
ERn Financial LLC
Wisconsin
FCM
2793
Fourpath Capital Management
Oklahoma
TBWA
2794
Three Bridge Wealth Advisors
California
TFA
2795
Trinity Financial Advisors
Ohio
TPWA
2796
Twin Peaks Wealth Advisors
California
BWS
2797
Buck Wealth Strategies
Colorado
AGC
2798
Aspen Grove Capital
Colorado
CWP
2799
Curated Wealth Partners
California
GFG
2800
Goldstone Financial Group
Illinois