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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
ERIC
451
Eagle Rock Investment Company
Georgia
$14.8M
SCM
452
Shelton Capital Management
Colorado
$14.8M
HVIA
453
Hudson Valley Investment Advisors
New York
$14.7M
KPWS
454
Kestra Private Wealth Services
Texas
$14.3M
SWM
455
Stockman Wealth Management
Montana
$14.3M
BBHC
456
Brown Brothers Harriman & Co
New York
$14.3M
Ninety One (UK)
457
Ninety One (UK)
United Kingdom
$14.2M
LG
458
LaFleur & Godfrey
Michigan
$14.1M
UF
459
Univest Financial
Pennsylvania
$14.1M
DT
460
Diversified Trust
Tennessee
$14M
GAM
461
Griffin Asset Management
New York
$13.9M
SC
462
Searle & Co
Connecticut
$13.9M
VCAM
463
Van Cleef Asset Management
Ohio
$13.8M
SIM
464
Sprucegrove Investment Management
Ontario, Canada
$13.8M
KA
465
Kintegral Advisory
New York
$13.8M
SJL
466
Shayne & Jacobs LLC
Tennessee
$13.7M
WF
467
WoodTrust Financial
Wisconsin
$13.6M
SC
468
Savant Capital
Illinois
$13.4M
NB
469
Norinchukin Bank
Japan
$13.4M
SIM
470
Stratos Investment Management
Ohio
$13.3M
SMI
471
Shelter Mutual Insurance
Missouri
$13.2M
AF
472
Avanza Fonder
Sweden
$13.2M
PCH
473
Polar Capital Holdings
United Kingdom
$13.2M
CSP
474
Cary Street Partners
Virginia
$13.2M
NI
475
NFC Investments
Tennessee
$13.2M