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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
CPC
701
CFC Planning Company
Indiana
$6.08M
PCI
702
Pacifica Capital Investments
Texas
$5.99M
SI
703
Stephens Inc
Arkansas
$5.98M
VFA
704
Valeo Financial Advisors
Indiana
$5.97M
KFS
705
Kurt F. Somerville
$5.95M
ECM
706
ExodusPoint Capital Management
New York
$5.95M
CIC
707
Chase Investment Counsel
Virginia
$5.93M
CA
708
Callahan Advisors
Texas
$5.92M
CT
709
Caldwell Trust
Florida
$5.89M
TLP
710
Trinity Legacy Partners
Texas
$5.86M
VA
711
Vident Advisory
Georgia
$5.85M
GT
712
Glenview Trust
Kentucky
$5.78M
ECM
713
Elgethun Capital Management
South Dakota
$5.76M
GL
714
GHE LLC
Tennessee
$5.75M
NMIMC
715
Northwestern Mutual Investment Management Company
Wisconsin
$5.75M
WIS
716
Wright Investors Service
Connecticut
$5.72M
CCM
717
Cullen Capital Management
New York
$5.7M
VanEck Associates
718
VanEck Associates
New York
$5.68M
TS
719
Triglav Skladi
Slovenia
$5.65M
NA
720
Nordwand Advisors
Pennsylvania
$5.63M
PTCG
721
Pring Turner Capital Group
California
$5.62M
WA
722
WP Advisors
California
$5.62M
DAS
723
Dynamic Advisor Solutions
Arizona
$5.61M
AWM
724
Apollon Wealth Management
South Carolina
$5.6M
AWM
725
Avior Wealth Management
Nebraska
$5.58M