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American Express

2,702 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, 1,021 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: 1,021

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
2,702
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
TPWA
2776
Twin Peaks Wealth Advisors
California
BWS
2777
Buck Wealth Strategies
Colorado
AGC
2778
Aspen Grove Capital
Colorado
CWP
2779
Curated Wealth Partners
California
FF
2780
Foronjy Financial
California
GFG
2781
Goldstone Financial Group
Illinois
BWM
2782
BCS Wealth Management
Tennessee
LWA
2783
Lantern Wealth Advisors
New York
BCMLT
2784
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2785
Wood Tarver Financial Group
Idaho
WA
2786
Whipplewood Advisors
Colorado
PFG
2787
Putney Financial Group
California
WCM
2788
Winthrop Capital Management
Indiana
TIM
2789
Total Investment Management
Arizona
IIM
2790
Intact Investment Management
Quebec, Canada
EC
2791
Elequin Capital
New York
SO
2792
Sierra Ocean
California
MWM
2793
MorganRosel Wealth Management
Colorado
AWM
2794
Atticus Wealth Management
Florida
IMC
2795
Investment Management Corporation
Virginia
BFP
2796
Briaud Financial Planning
Texas
MPW
2797
MASECO Private Wealth
BFPW
2798
BOK Financial Private Wealth
Colorado
WCM
2799
WealthTrak Capital Management
Virginia
CWM
2800
CarsonAllaria Wealth Management
Illinois