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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
MA
676
Montag & Associates
Georgia
$6.58M
KSWA
677
Kathleen S. Wright Associates
Pennsylvania
$6.58M
HLCM
678
Hi-Line Capital Management
South Dakota
$6.57M
CPCPP
679
Canada Post Corporation Pension Plan
Canada
$6.54M
SCP
680
Seizert Capital Partners
Michigan
$6.51M
JA
681
JLB & Associates
Michigan
$6.47M
CC
682
Courier Capital
New York
$6.46M
GIA
683
Gladstone Institutional Advisory
Florida
$6.45M
TMAM
684
Tokio Marine Asset Management
Japan
$6.45M
BL
685
BFSG LLC
California
$6.42M
MWM
686
Modera Wealth Management
New Jersey
$6.4M
IWA
687
IBEX Wealth Advisors
New Jersey
$6.4M
FMTC
688
Farmers & Merchants Trust Company
California
$6.39M
CCT
689
Chemung Canal Trust
New York
$6.39M
BBL
690
Beck Bode LLC
Massachusetts
$6.37M
LC
691
Lincoln Capital
Nebraska
$6.32M
WG
692
Welch Group
Alabama
$6.27M
MCB
693
Morton Community Bank
Illinois
$6.25M
TA
694
TKG Advisors
Indiana
$6.24M
MVA
695
Mount Vernon Associates
Maryland
$6.2M
LCM
696
Landscape Capital Management
New Jersey
$6.19M
JSW
697
Journey Strategic Wealth
New Jersey
$6.17M
IWC
698
Integrated Wealth Concepts
Massachusetts
$6.17M
CPC
699
CFC Planning Company
Indiana
$6.08M
PCI
700
Pacifica Capital Investments
Texas
$5.99M