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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
WIM
401
Waverton Investment Management
United Kingdom
$19.4M
BCM
402
Brookstone Capital Management
Illinois
$19.2M
TIP
403
Torray Investment Partners
Maryland
$19.1M
LTI
404
Laffer Tengler Investments
Tennessee
$19.1M
GAM
405
Generali Asset Management
Italy
$19M
SAM
406
Silvercrest Asset Management
New York
$18.8M
ET
407
Equitable Trust
Tennessee
$18.7M
GIA
408
GHP Investment Advisors
Colorado
$18.5M
FGP
409
Foyston, Gordon, & Payne
Ontario, Canada
$18.4M
SFA
410
Sequoia Financial Advisors
Ohio
$18.4M
MIM
411
Morningstar Investment Management
Illinois
$18.4M
NLGIA
412
Nippon Life Global Investors Americas
New York
$18.3M
ACA
413
Anchor Capital Advisors
Massachusetts
$18.3M
TAM
414
Tocqueville Asset Management
New York
$18M
WIC
415
Willis Investment Counsel
Georgia
$17.9M
MGIA
416
Matthew Goff Investment Advisor
Texas
$17.9M
CAM
417
Cresset Asset Management
Illinois
$17.8M
IMRF
418
Illinois Municipal Retirement Fund
Illinois
$17.8M
CAM
419
Carret Asset Management
New York
$17.6M
NRS
420
Neville Rodie & Shaw
New York
$17.2M
CWM
421
Chemistry Wealth Management
New York
$17.1M
CII
422
Capital International Inc
California
$16.9M
EAM
423
Eventide Asset Management
Massachusetts
$16.7M
AMBIA
424
Allen Mooney & Barnes Investment Advisors
Georgia
$16.7M
AI
425
Atria Investments
North Carolina
$16.5M