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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
WS
626
Wedbush Securities
California
$7.63M
BZWA
627
Blue Zone Wealth Advisors
California
$7.6M
NGA
628
Naples Global Advisors
Florida
$7.6M
VT
629
Vise Technologies
New York
$7.57M
SCP
630
Sandhill Capital Partners
New York
$7.53M
VCA
631
Verdence Capital Advisors
Maryland
$7.51M
FIB
632
First Interstate Bank
Montana
$7.5M
JEST
633
JTC Employer Solutions Trustee
Jersey
$7.47M
GC
634
Guggenheim Capital
Illinois
$7.46M
B
635
Bailard
California
$7.44M
AG
636
AlTi Global
New York
$7.43M
CFO
637
Callan Family Office
Pennsylvania
$7.42M
CT
638
Chicago Trust
Illinois
$7.41M
OAC
639
OMERS Administration Corp
Ontario, Canada
$7.41M
CFSG
640
Community Financial Services Group
Vermont
$7.39M
WCM
641
Wisconsin Capital Management
Wisconsin
$7.39M
SW
642
SteelPeak Wealth
California
$7.38M
FM
643
Family Management
New York
$7.37M
BCV
644
Banque Cantonale Vaudoise
Switzerland
$7.32M
LGF
645
LGT Group Foundation
Liechtenstein
$7.29M
UB
646
UMB Bank
Missouri
$7.27M
BCAM
647
Boston Common Asset Management
Massachusetts
$7.27M
PAS
648
Park Avenue Securities
New York
$7.26M
SFI
649
Siemens Fonds Invest
Germany
$7.25M
FMI
650
F/M Investments
District of Columbia
$7.24M