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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
LSWM
526
Lorne Steinberg Wealth Management
Canada
$10.8M
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$10.7M
WAM
528
Winslow Asset Management
Ohio
$10.7M
MOS
529
MGO One Seven
Ohio
$10.6M
LP
530
LB Partners
Virginia
$10.6M
LIM
531
Letson Investment Management
Georgia
$10.6M
HIMCH
532
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M
SC
533
Scotia Capital
Ontario, Canada
$10.5M
Hudson Bay Capital Management
534
Hudson Bay Capital Management
Connecticut
$10.5M
NSEDCP
535
NJ State Employees Deferred Compensation Plan
New Jersey
$10.5M
GIC
536
Generali Investments CEE
Czech Republic
$10.5M
GG
537
Greenwood Gearhart
Arkansas
$10.5M
HTHT
538
Hemenway Trust Hemenway Trust
New Hampshire
$10.4M
HAG
539
HighPoint Advisor Group
Illinois
$10.4M
SWP
540
Stratos Wealth Partners
Ohio
$10.4M
KFP
541
KMG Fiduciary Partners
Ohio
$10.4M
PAI
542
Pittenger & Anderson Inc
Nebraska
$10.3M
DA
543
DCM Advisors
New York
$10.3M
DFCM
544
Dark Forest Capital Management
Puerto Rico
$10.2M
LT
545
Legacy Trust
Michigan
$10.2M
MMA
546
Miracle Mile Advisors
California
$10.2M
TSW
547
Thompson Siegel & Walmsley
Virginia
$10.2M
CIM
548
Contravisory Investment Management
Massachusetts
$10.1M
MGP
549
Metis Global Partners
California
$10M
DJSG
550
D.J. St. Germain
Massachusetts
$9.99M