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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
SFI
651
Siemens Fonds Invest
Germany
$7.25M
FMI
652
F/M Investments
District of Columbia
$7.24M
NP
653
NorthRock Partners
Minnesota
$7.2M
PIM
654
Plato Investment Management
Australia
$7.19M
FIA
655
Foundations Investment Advisors
Arizona
$7.16M
FG
656
Fiduciary Group
Georgia
$7.15M
VCM
657
Voleon Capital Management
California
$7.14M
GAM
658
Gotham Asset Management
New York
$7.14M
CCM
659
Coldstream Capital Management
Washington
$7.13M
CIM
660
Chapman Investment Management
California
$7.12M
CCM
661
Condor Capital Management
New Jersey
$7.09M
EF
662
Empowered Funds
Pennsylvania
$7.07M
CIA
663
Concurrent Investment Advisors
Florida
$7.06M
FNFDCM
664
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.06M
ETC
665
Exchange Traded Concepts
Oklahoma
$7.02M
NG
666
Northstar Group
New York
$7M
PS
667
Principal Securities
Iowa
$6.94M
Impax Asset Management Group
668
Impax Asset Management Group
United Kingdom
$6.88M
EF
669
Empirical Finance
Pennsylvania
$6.87M
HCM
670
Hutner Capital Management
Vermont
$6.86M
SWP
671
Sagespring Wealth Partners
Tennessee
$6.85M
FSA
672
Fort Sheridan Advisors
Illinois
$6.8M
NC
673
NewSquare Capital
Pennsylvania
$6.79M
JG
674
Jain Global
New York
$6.76M
AC
675
Allstate Corporation
Illinois
$6.74M