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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
BWM
2801
BCS Wealth Management
Tennessee
LWA
2802
Lantern Wealth Advisors
New York
BCMLT
2803
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2804
Wood Tarver Financial Group
Idaho
WA
2805
Whipplewood Advisors
Colorado
PFG
2806
Putney Financial Group
California
WCM
2807
Winthrop Capital Management
Indiana
TIM
2808
Total Investment Management
Arizona
IIM
2809
Intact Investment Management
Quebec, Canada
EC
2810
Elequin Capital
New York
SO
2811
Sierra Ocean
California
MWM
2812
MorganRosel Wealth Management
Colorado
AWM
2813
Atticus Wealth Management
Florida
IMC
2814
Investment Management Corporation
Virginia
BFP
2815
Briaud Financial Planning
Texas
MPW
2816
MASECO Private Wealth
BFPW
2817
BOK Financial Private Wealth
Colorado
WCM
2818
WealthTrak Capital Management
Virginia
CWM
2819
CarsonAllaria Wealth Management
Illinois
BDPWM
2820
Barnes Dennig Private Wealth Management
Ohio
T
2821
Transce3nd
Texas
CW
2822
Curio Wealth
Maryland
TCM
2823
Traub Capital Management
Massachusetts
EWA
2824
EQ Wealth Advisors
Texas
KWM
2825
Kiker Wealth Management
Georgia