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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
NRG
776
Nemes Rush Group
Michigan
$4.87M
MSA
777
MUFG Securities Americas
New York
$4.86M
ACP
778
Aviance Capital Partners
Florida
$4.83M
KRSITF
779
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M
MC
780
Mathes Company
New York
$4.8M
GWMIA
781
Global Wealth Management Investment Advisory
Florida
$4.73M
TH
782
TCTC Holdings
Texas
$4.71M
EWM
783
Evercore Wealth Management
New York
$4.7M
HIC
784
Hartline Investment Corp
Illinois
$4.69M
FLPIM
785
F.L. Putnam Investment Management
Massachusetts
$4.67M
HTC
786
Haverford Trust Company
Pennsylvania
$4.64M
BFA
787
Brendel Financial Advisors
New Hampshire
$4.64M
CC
788
Chicago Capital
Illinois
$4.62M
GIM
789
Goelzer Investment Management
Indiana
$4.59M
TPCW
790
TD Private Client Wealth
New York
$4.59M
AWA
791
Arete Wealth Advisors
Illinois
$4.58M
GI
792
GAMMA Investing
California
$4.58M
PMWMG
793
Parr McKnight Wealth Management Group
Minnesota
$4.58M
JIC
794
Joel Isaacson & Co
New York
$4.58M
MK
795
MASTERINVEST Kapitalanlage
$4.57M
AG
796
Ascent Group
Virginia
$4.55M
GRQ
797
Gardner Russo & Quinn
Pennsylvania
$4.53M
BCM
798
Birmingham Capital Management
Alabama
$4.48M
CW
799
CreativeOne Wealth
Kansas
$4.48M
WSFS
800
Wilmington Savings Fund Society
Delaware
$4.48M