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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
WB
901
Webster Bank
Connecticut
$3.42M
HSA
902
HBK Sorce Advisory
Pennsylvania
$3.4M
CPSC
903
Carl P. Sherr & Co
Massachusetts
$3.4M
BO
904
Bank OZK
Arkansas
$3.39M
LT
905
Lindsell Train
United Kingdom
$3.39M
MGIA
906
Moneta Group Investment Advisors
Missouri
$3.38M
LSA
907
L & S Advisors
California
$3.38M
Empower Advisory Group
908
Empower Advisory Group
Colorado
$3.37M
OPCM
909
Osborne Partners Capital Management
California
$3.36M
DS
910
DRW Securities
Illinois
$3.35M
ISL
911
Ingalls & Snyder LLC
New York
$3.35M
SCM
912
SOL Capital Management
Maryland
$3.35M
AP
913
Americana Partners
Texas
$3.34M
WFC
914
Western Financial Corp
California
$3.33M
CCP
915
Cunning Capital Partners
North Carolina
$3.33M
VST
916
Van Strum & Towne
California
$3.32M
GIO
917
Galilei Investment Office
United Kingdom
$3.31M
UHC
918
Union Heritage Capital
Michigan
$3.31M
CA
919
Cannon Advisors
North Carolina
$3.3M
MC
920
Moors & Cabot
Massachusetts
$3.3M
XWM
921
Xcel Wealth Management
Florida
$3.3M
IVP
922
Intrinsic Value Partners
Arizona
$3.3M
IAS
923
Insigneo Advisory Services
Florida
$3.29M
LFAS
924
Level Four Advisory Services
Texas
$3.28M
DAM
925
Doheny Asset Management
California
$3.27M