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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
AI
426
Atria Investments
North Carolina
$16.5M
SCTC
427
Sanibel Captiva Trust Company
Florida
$16.4M
SCM
428
Stanley Capital Management
Texas
$16.2M
VRS
429
Virginia Retirement Systems
Virginia
$16.2M
ATC
430
Argent Trust Co
Tennessee
$16.1M
PA
431
Perennial Advisors
New York
$16.1M
PAG
432
Private Advisor Group
New Jersey
$16.1M
SIG
433
Sky Investment Group
Connecticut
$15.9M
RP
434
Rice Partnership
Hawaii
$15.8M
CA
435
Cullinan Associates
Kentucky
$15.8M
CA
436
Clearstead Advisors
Ohio
$15.8M
TNB
437
Thomasville National Bank
Georgia
$15.7M
JAFL
438
Jay A. Fishman Ltd
Michigan
$15.7M
Pacer Advisors
439
Pacer Advisors
Pennsylvania
$15.7M
KOCAA
440
Knights of Columbus Asset Advisors
Connecticut
$15.7M
CIA
441
Choate Investment Advisors
Massachusetts
$15.7M
SWIG
442
Strategic Wealth Investment Group
Kentucky
$15.7M
IMPI
443
Ilmarinen Mutual Pension Insurance
Finland
$15.6M
FBB
444
Fulton Breakefield Broenniman
Maryland
$15.4M
AAIS
445
ABN AMRO Investment Solutions
$15.3M
GFG
446
Greystone Financial Group
Michigan
$15.3M
MWM
447
Modern Wealth Management
Kansas
$15.1M
Balyasny Asset Management
448
Balyasny Asset Management
Illinois
$15M
TFA
449
Teamwork Financial Advisors
Texas
$15M
SIG
450
Stonegate Investment Group
Alabama
$14.9M