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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
SI
701
Stephens Inc
Arkansas
$5.98M
VFA
702
Valeo Financial Advisors
Indiana
$5.97M
KFS
703
Kurt F. Somerville
$5.95M
ECM
704
ExodusPoint Capital Management
New York
$5.95M
CIC
705
Chase Investment Counsel
Virginia
$5.93M
CA
706
Callahan Advisors
Texas
$5.92M
CT
707
Caldwell Trust
Florida
$5.89M
TLP
708
Trinity Legacy Partners
Texas
$5.86M
VA
709
Vident Advisory
Georgia
$5.85M
GT
710
Glenview Trust
Kentucky
$5.78M
ECM
711
Elgethun Capital Management
South Dakota
$5.76M
GL
712
GHE LLC
Tennessee
$5.75M
NMIMC
713
Northwestern Mutual Investment Management Company
Wisconsin
$5.75M
WIS
714
Wright Investors Service
Connecticut
$5.72M
CCM
715
Cullen Capital Management
New York
$5.7M
VanEck Associates
716
VanEck Associates
New York
$5.68M
TS
717
Triglav Skladi
Slovenia
$5.65M
NA
718
Nordwand Advisors
Pennsylvania
$5.63M
PTCG
719
Pring Turner Capital Group
California
$5.62M
WA
720
WP Advisors
California
$5.62M
DAS
721
Dynamic Advisor Solutions
Arizona
$5.61M
AWM
722
Apollon Wealth Management
South Carolina
$5.6M
AWM
723
Avior Wealth Management
Nebraska
$5.58M
KCM
724
Kanawha Capital Management
Virginia
$5.57M
RCA
725
Resonant Capital Advisors
Wisconsin
$5.56M