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American Express

2,719 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
2,719
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
VVP
601
Venture Visionary Partners
Ohio
$8.23M
RC
602
Roundview Capital
New Jersey
$8.18M
ABTD
603
Arvest Bank Trust Division
Oklahoma
$8.11M
SIM
604
Seaview Investment Managers
Florida
$8.1M
CA
605
Commerzbank Aktiengesellschaft
Germany
$8.05M
STA
606
Summit Trail Advisors
New York
$7.99M
CL
607
Choreo LLC
Illinois
$7.97M
KWM
608
Kingsview Wealth Management
Oregon
$7.96M
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$7.94M
HI
610
Hendershot Investments
Virginia
$7.94M
AIM
611
Artemis Investment Management
United Kingdom
$7.92M
EOJOAM
612
E. Ohman J:or Asset Management
Sweden
$7.9M
TCOV
613
Trust Company of Vermont
Vermont
$7.9M
ADL
614
Asset Dedication LLC
California
$7.89M
Bessemer Group
615
Bessemer Group
New Jersey
$7.85M
AIM
616
Arcadia Investment Management
Michigan
$7.81M
CG
617
Caprock Group
Idaho
$7.8M
FCH
618
Freestone Capital Holdings
Washington
$7.79M
BHCM
619
Brevan Howard Capital Management
Jersey
$7.78M
ACM
620
Adalta Capital Management
New York
$7.77M
JGC
621
J. Goldman & Co
New York
$7.75M
HT
622
Heritage Trust
Oklahoma
$7.72M
HI
623
Horizon Investments
North Carolina
$7.71M
BP
624
Ballentine Partners
Massachusetts
$7.68M
BCM
625
Bretton Capital Management
California
$7.67M