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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
CAM
751
Covenant Asset Management
New Jersey
$5.07M
SLI
752
Sumitomo Life Insurance
Japan
$5.05M
AIA
753
AssuredPartners Investment Advisors
Florida
$5.04M
2
754
2Xideas
Switzerland
$5.04M
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$5.02M
CCA
756
Catalyst Capital Advisors
New York
$5.01M
CBA
757
Coastal Bridge Advisors
Connecticut
$5M
EFMC
758
Empire Financial Management Company
New York
$4.99M
OBAM
759
ODDO BHF Asset Management
France
$4.99M
KCM
760
Kerusso Capital Management
North Carolina
$4.99M
Capstone Investment Advisors
761
Capstone Investment Advisors
New York
$4.97M
JAG
762
Journey Advisory Group
Kentucky
$4.95M
DWM
763
Dakota Wealth Management
Florida
$4.95M
BFA
764
Benedict Financial Advisors
Georgia
$4.93M
WC
765
Wynn Capital
Georgia
$4.93M
AMI
766
Amica Mutual Insurance
Rhode Island
$4.92M
SSW
767
Stone Summit Wealth
Florida
$4.92M
BFIM
768
Beese Fulmer Investment Management
Ohio
$4.92M
BBWA
769
Bell & Brown Wealth Advisors
California
$4.9M
FRA
770
Frank Rimerman Advisors
California
$4.89M
EWM
771
Empirical Wealth Management
Washington
$4.88M
CA
772
CoreCap Advisors
Michigan
$4.88M
NRG
773
Nemes Rush Group
Michigan
$4.87M
MSA
774
MUFG Securities Americas
New York
$4.86M
ACP
775
Aviance Capital Partners
Florida
$4.83M