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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
MPPLM
826
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.17M
WB
827
WesBanco Bank
West Virginia
$4.16M
CPBTD
828
Central Pacific Bank - Trust Division
Hawaii
$4.16M
KAM
829
Karani Asset Management
New York
$4.12M
FFA
830
Farther Finance Advisors
California
$4.12M
HIS
831
Horizon Investment Services
Indiana
$4.11M
BCM
832
Banyan Capital Management
Georgia
$4.1M
MNBTD
833
Moody National Bank Trust Division
Texas
$4.07M
MCM
834
Marsico Capital Management
Colorado
$4.07M
IAN
835
Integrated Advisors Network
Texas
$4.07M
HH
836
Hilltop Holdings
Texas
$4.03M
WPC
837
Wedmont Private Capital
Pennsylvania
$4M
SWM
838
Salvus Wealth Management
New Jersey
$3.99M
GRP
839
Global Retirement Partners
California
$3.99M
RA
840
RFG Advisory
Alabama
$3.99M
III
841
Independent Investors Inc
New York
$3.99M
DAS
842
Diversify Advisory Services
Utah
$3.98M
IIL
843
Insight Inv LLC
California
$3.98M
IAM
844
Infusive Asset Management
New York
$3.98M
SIG
845
Sargent Investment Group
Maryland
$3.97M
CNBT
846
Canandaigua National Bank & Trust
New York
$3.96M
VAS
847
Vestmark Advisory Solutions
Massachusetts
$3.96M
HCA
848
Harbor Capital Advisors
Illinois
$3.96M
GWMR
849
GC Wealth Management RIA
Massachusetts
$3.96M
VIM
850
Vinva Investment Management
Australia
$3.95M