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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
DWM
926
Dynasty Wealth Management
Florida
$3.27M
IPW
927
Inlet Private Wealth
Florida
$3.27M
KC
928
Knuff & Co
California
$3.27M
WWM
929
Wolff Wiese Magana
California
$3.25M
TC
930
TAGStone Capital
North Carolina
$3.24M
ATPW
931
Ashton Thomas Private Wealth
Arizona
$3.24M
IFWM
932
Institute for Wealth Management
Colorado
$3.23M
RCAG
933
Rehmann Capital Advisory Group
Michigan
$3.22M
SC
934
Sawyer & Company
Massachusetts
$3.22M
RCM
935
RB Capital Management
Nevada
$3.19M
FWCM
936
Ferguson Wellman Capital Management
Oregon
$3.19M
GC
937
Guardian Capital
Ontario, Canada
$3.18M
NL
938
NVWM LLC
Pennsylvania
$3.18M
A
939
AustralianSuper
Australia
$3.18M
PWM
940
Parkshore Wealth Management
California
$3.17M
CA
941
CSM Advisors
Pennsylvania
$3.17M
RG
942
Rathbones Group
United Kingdom
$3.16M
USCWA
943
U.S. Capital Wealth Advisors
Texas
$3.16M
FCM
944
Fire Capital Management
California
$3.15M
LWM
945
Lodestone Wealth Management
Washington
$3.14M
KW
946
KWB Wealth
California
$3.14M
EHWM
947
Eads & Heald Wealth Management
Georgia
$3.11M
CCG
948
Ceeto Capital Group
Florida
$3.11M
BA
949
Bridgewater Advisors
New York
$3.11M
TE
950
Tema ETFs
New York
$3.1M