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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
ACIM
901
Azimuth Capital Investment Management
Michigan
$3.44M
PFA
902
Peak Financial Advisors
Colorado
$3.43M
AA
903
Argent Advisors
Louisiana
$3.42M
WB
904
Webster Bank
Connecticut
$3.42M
HSA
905
HBK Sorce Advisory
Pennsylvania
$3.4M
CPSC
906
Carl P. Sherr & Co
Massachusetts
$3.4M
BO
907
Bank OZK
Arkansas
$3.39M
LT
908
Lindsell Train
United Kingdom
$3.39M
MGIA
909
Moneta Group Investment Advisors
Missouri
$3.38M
LSA
910
L & S Advisors
California
$3.38M
Empower Advisory Group
911
Empower Advisory Group
Colorado
$3.37M
OPCM
912
Osborne Partners Capital Management
California
$3.36M
DS
913
DRW Securities
Illinois
$3.35M
ISL
914
Ingalls & Snyder LLC
New York
$3.35M
SCM
915
SOL Capital Management
Maryland
$3.35M
AP
916
Americana Partners
Texas
$3.34M
WFC
917
Western Financial Corp
California
$3.33M
CCP
918
Cunning Capital Partners
North Carolina
$3.33M
VST
919
Van Strum & Towne
California
$3.32M
GIO
920
Galilei Investment Office
United Kingdom
$3.31M
UHC
921
Union Heritage Capital
Michigan
$3.31M
CA
922
Cannon Advisors
North Carolina
$3.3M
MC
923
Moors & Cabot
Massachusetts
$3.3M
XWM
924
Xcel Wealth Management
Florida
$3.3M
IVP
925
Intrinsic Value Partners
Arizona
$3.3M