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American Express

2,718 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
2,718
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
LWA
2801
Lantern Wealth Advisors
New York
BCMLT
2802
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
2803
Wood Tarver Financial Group
Idaho
WA
2804
Whipplewood Advisors
Colorado
PFG
2805
Putney Financial Group
California
WCM
2806
Winthrop Capital Management
Indiana
TIM
2807
Total Investment Management
Arizona
IIM
2808
Intact Investment Management
Quebec, Canada
EC
2809
Elequin Capital
New York
SO
2810
Sierra Ocean
California
MWM
2811
MorganRosel Wealth Management
Colorado
AWM
2812
Atticus Wealth Management
Florida
IMC
2813
Investment Management Corporation
Virginia
BFP
2814
Briaud Financial Planning
Texas
MPW
2815
MASECO Private Wealth
BFPW
2816
BOK Financial Private Wealth
Colorado
WCM
2817
WealthTrak Capital Management
Virginia
CWM
2818
CarsonAllaria Wealth Management
Illinois
BDPWM
2819
Barnes Dennig Private Wealth Management
Ohio
T
2820
Transce3nd
Texas
CW
2821
Curio Wealth
Maryland
TCM
2822
Traub Capital Management
Massachusetts
EWA
2823
EQ Wealth Advisors
Texas
KWM
2824
Kiker Wealth Management
Georgia