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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
KIA
876
KCM Investment Advisors
California
$3.64M
RBWA
877
RFG - Bristol Wealth Advisors
Massachusetts
$3.62M
TBT
878
Texas Bank & Trust
Texas
$3.61M
EW
879
Evoke Wealth
California
$3.6M
AWM
880
Arista Wealth Management
Nevada
$3.6M
VWM
881
Venturi Wealth Management
Texas
$3.57M
AIM
882
AHL Investment Management
Florida
$3.57M
PFBT
883
Parkside Financial Bank & Trust
Missouri
$3.57M
OAM
884
Ostrum Asset Management
France
$3.57M
SFS
885
Sowell Financial Services
Arkansas
$3.52M
PWP
886
Private Wealth Partners
California
$3.52M
PDM
887
Penn Davis McFarland
Texas
$3.51M
MJP
888
Michael J. Puzo
$3.51M
SPC
889
Sigma Planning Corp
Michigan
$3.5M
ECM
890
Evergreen Capital Management
Washington
$3.5M
QI
891
QV Investors
Alberta, Canada
$3.49M
ST
892
Smithfield Trust
Pennsylvania
$3.48M
COI
893
Connable Office Inc
Michigan
$3.48M
IWM
894
IHT Wealth Management
Illinois
$3.46M
MSE
895
MUFG Securities EMEA
United Kingdom
$3.45M
PFSC
896
Peoples Financial Services Corp
Pennsylvania
$3.45M
MWM
897
Mission Wealth Management
California
$3.44M
ACIM
898
Azimuth Capital Investment Management
Michigan
$3.44M
PFA
899
Peak Financial Advisors
Colorado
$3.43M
AA
900
Argent Advisors
Louisiana
$3.42M