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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
ZF
801
Zhang Financial
Michigan
$4.44M
GD
802
Grandfield & Dodd
New York
$4.42M
BCM
803
Buckhead Capital Management
Georgia
$4.41M
FA
804
Fiduciary Alliance
South Carolina
$4.37M
CWM
805
Compass Wealth Management
Connecticut
$4.36M
BPC
806
Banque Pictet & Cie
Switzerland
$4.36M
BFO
807
Boston Family Office
Massachusetts
$4.35M
GSB
808
Greenfield Savings Bank
Massachusetts
$4.32M
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$4.32M
RWM
810
Ritholtz Wealth Management
New York
$4.32M
CWI
811
Conscious Wealth Investments
Florida
$4.31M
SSWM
812
Smith Salley Wealth Management
North Carolina
$4.3M
BG
813
BDF Gestion
France
$4.28M
JF
814
Jump Financial
Illinois
$4.27M
SWA
815
Strata Wealth Advisors
Texas
$4.27M
BBA
816
BLB&B Advisors
Pennsylvania
$4.25M
ILI
817
Invesco LLC (Illinois)
Illinois
$4.24M
SFO
818
Stenger Family Office
Illinois
$4.24M
IAS
819
Investment Advisory Services
Texas
$4.2M
BJL
820
Brighton Jones LLC
Washington
$4.2M
CC
821
Constitution Capital
Connecticut
$4.2M
TIAAOA
822
Teachers Insurance & Annuity Association of America
New York
$4.19M
MPPLM
823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.17M
WB
824
WesBanco Bank
West Virginia
$4.16M
CPBTD
825
Central Pacific Bank - Trust Division
Hawaii
$4.16M