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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
MAS
751
Meeder Advisory Services
Ohio
$5.13M
SC
752
SouthState Corp
Florida
$5.07M
AWM
753
AE Wealth Management
Kansas
$5.07M
CAM
754
Covenant Asset Management
New Jersey
$5.07M
SLI
755
Sumitomo Life Insurance
Japan
$5.05M
AIA
756
AssuredPartners Investment Advisors
Florida
$5.04M
2
757
2Xideas
Switzerland
$5.04M
FMWA
758
Forvis Mazars Wealth Advisors
Missouri
$5.02M
CCA
759
Catalyst Capital Advisors
New York
$5.01M
CBA
760
Coastal Bridge Advisors
Connecticut
$5M
EFMC
761
Empire Financial Management Company
New York
$4.99M
OBAM
762
ODDO BHF Asset Management
France
$4.99M
KCM
763
Kerusso Capital Management
North Carolina
$4.99M
Capstone Investment Advisors
764
Capstone Investment Advisors
New York
$4.97M
JAG
765
Journey Advisory Group
Kentucky
$4.95M
DWM
766
Dakota Wealth Management
Florida
$4.95M
BFA
767
Benedict Financial Advisors
Georgia
$4.93M
WC
768
Wynn Capital
Georgia
$4.93M
AMI
769
Amica Mutual Insurance
Rhode Island
$4.92M
SSW
770
Stone Summit Wealth
Florida
$4.92M
BFIM
771
Beese Fulmer Investment Management
Ohio
$4.92M
BBWA
772
Bell & Brown Wealth Advisors
California
$4.9M
FRA
773
Frank Rimerman Advisors
California
$4.89M
EWM
774
Empirical Wealth Management
Washington
$4.88M
CA
775
CoreCap Advisors
Michigan
$4.88M