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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
GFA
876
Gifford Fong Associates
California
$3.65M
FIM
877
Fruth Investment Management
Texas
$3.65M
SJIM
878
St. Johns Investment Management
Florida
$3.64M
KIA
879
KCM Investment Advisors
California
$3.64M
RBWA
880
RFG - Bristol Wealth Advisors
Massachusetts
$3.62M
TBT
881
Texas Bank & Trust
Texas
$3.61M
EW
882
Evoke Wealth
California
$3.6M
AWM
883
Arista Wealth Management
Nevada
$3.6M
VWM
884
Venturi Wealth Management
Texas
$3.57M
AIM
885
AHL Investment Management
Florida
$3.57M
PFBT
886
Parkside Financial Bank & Trust
Missouri
$3.57M
OAM
887
Ostrum Asset Management
France
$3.57M
SFS
888
Sowell Financial Services
Arkansas
$3.52M
PWP
889
Private Wealth Partners
California
$3.52M
PDM
890
Penn Davis McFarland
Texas
$3.51M
MJP
891
Michael J. Puzo
$3.51M
SPC
892
Sigma Planning Corp
Michigan
$3.5M
ECM
893
Evergreen Capital Management
Washington
$3.5M
QI
894
QV Investors
Alberta, Canada
$3.49M
ST
895
Smithfield Trust
Pennsylvania
$3.48M
COI
896
Connable Office Inc
Michigan
$3.48M
IWM
897
IHT Wealth Management
Illinois
$3.46M
MSE
898
MUFG Securities EMEA
United Kingdom
$3.45M
PFSC
899
Peoples Financial Services Corp
Pennsylvania
$3.45M
MWM
900
Mission Wealth Management
California
$3.44M