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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
IWS
626
Insight Wealth Strategies
California
$7.64M
RC
627
RBF Capital
California
$7.64M
WS
628
Wedbush Securities
California
$7.63M
BZWA
629
Blue Zone Wealth Advisors
California
$7.6M
NGA
630
Naples Global Advisors
Florida
$7.6M
VT
631
Vise Technologies
New York
$7.57M
SCP
632
Sandhill Capital Partners
New York
$7.53M
VCA
633
Verdence Capital Advisors
Maryland
$7.51M
FIB
634
First Interstate Bank
Montana
$7.5M
JEST
635
JTC Employer Solutions Trustee
Jersey
$7.47M
GC
636
Guggenheim Capital
Illinois
$7.46M
B
637
Bailard
California
$7.44M
AG
638
AlTi Global
New York
$7.43M
CFO
639
Callan Family Office
Pennsylvania
$7.42M
CT
640
Chicago Trust
Illinois
$7.41M
OAC
641
OMERS Administration Corp
Ontario, Canada
$7.41M
CFSG
642
Community Financial Services Group
Vermont
$7.39M
WCM
643
Wisconsin Capital Management
Wisconsin
$7.39M
SW
644
SteelPeak Wealth
California
$7.38M
FM
645
Family Management
New York
$7.37M
BCV
646
Banque Cantonale Vaudoise
Switzerland
$7.32M
LGF
647
LGT Group Foundation
Liechtenstein
$7.29M
UB
648
UMB Bank
Missouri
$7.27M
BCAM
649
Boston Common Asset Management
Massachusetts
$7.27M
PAS
650
Park Avenue Securities
New York
$7.26M