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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
PT
851
Plimoth Trust
Massachusetts
$3.9M
GLR
852
Great Lakes Retirement
Ohio
$3.9M
QC
853
Quantessence Capital
New York
$3.89M
SCM
854
SCS Capital Management
Massachusetts
$3.88M
SAM
855
Shell Asset Management
Netherlands
$3.86M
Aristotle Capital Management
856
Aristotle Capital Management
California
$3.83M
FCT
857
Family Capital Trust
Massachusetts
$3.8M
BSA
858
Bull Street Advisors
Georgia
$3.8M
GPFA
859
Game Plan Financial Advisors
Ohio
$3.79M
MMPW
860
Mitchell McLeod Pugh & Williams
Alabama
$3.79M
JCM
861
Jacobi Capital Management
Pennsylvania
$3.79M
DWP
862
Daymark Wealth Partners
Ohio
$3.79M
LBC
863
Lowe Brockenbrough & Co
Virginia
$3.78M
BPWM
864
Badgley Phelps Wealth Managers
Washington
$3.78M
AGA
865
Accuvest Global Advisors
Utah
$3.76M
GSC
866
G&S Capital
Colorado
$3.73M
GWCM
867
Godshalk Welsh Capital Management
Pennsylvania
$3.72M
AC
868
Asio Capital
Kentucky
$3.71M
CIG
869
Cullen Investment Group
Louisiana
$3.7M
VI
870
Vestcor Inc
New Brunswick, Canada
$3.69M
TRCT
871
Tower Research Capital (TRC)
New York
$3.69M
WANY
872
Wealthspire Advisors (New York)
New York
$3.67M
GFA
873
Gifford Fong Associates
California
$3.65M
FIM
874
Fruth Investment Management
Texas
$3.65M
SJIM
875
St. Johns Investment Management
Florida
$3.64M