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American Express

2,702 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, 1,021 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: 1,021

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
2,702
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
National Pension Service
51
National Pension Service
South Korea
$384M
PTC
52
Provident Trust Company
Wisconsin
$374M
Lazard Asset Management
53
Lazard Asset Management
New York
$372M
American Century Companies
54
American Century Companies
Missouri
$369M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$346M
Raymond James Financial
56
Raymond James Financial
Florida
$345M
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$345M
Citigroup
58
Citigroup
New York
$345M
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$339M
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$332M
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$330M
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$288M
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$284M
LPL Financial
64
LPL Financial
California
$278M
SCM
65
Smead Capital Management
Arizona
$273M
SGA
66
Sustainable Growth Advisers
Connecticut
$269M
AIM
67
Alphinity Investment Management
Australia
$262M
Universal-Beteiligungs- und Servicegesellschaft
68
Universal-Beteiligungs- und Servicegesellschaft
Germany
$239M
Stifel Financial
69
Stifel Financial
Missouri
$236M
Aberdeen Group
70
Aberdeen Group
United Kingdom
$236M
William Blair & Company
71
William Blair & Company
Illinois
$234M
Natixis Advisors
72
Natixis Advisors
Massachusetts
$227M
AIM
73
AXA Investment Managers
France
$223M
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$218M
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$208M