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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
IAS
926
Insigneo Advisory Services
Florida
$3.29M
LFAS
927
Level Four Advisory Services
Texas
$3.28M
DAM
928
Doheny Asset Management
California
$3.27M
DWM
929
Dynasty Wealth Management
Florida
$3.27M
IPW
930
Inlet Private Wealth
Florida
$3.27M
KC
931
Knuff & Co
California
$3.27M
WWM
932
Wolff Wiese Magana
California
$3.25M
TC
933
TAGStone Capital
North Carolina
$3.24M
ATPW
934
Ashton Thomas Private Wealth
Arizona
$3.24M
IFWM
935
Institute for Wealth Management
Colorado
$3.23M
RCAG
936
Rehmann Capital Advisory Group
Michigan
$3.22M
SC
937
Sawyer & Company
Massachusetts
$3.22M
RCM
938
RB Capital Management
Nevada
$3.19M
FWCM
939
Ferguson Wellman Capital Management
Oregon
$3.19M
GC
940
Guardian Capital
Ontario, Canada
$3.18M
NL
941
NVWM LLC
Pennsylvania
$3.18M
A
942
AustralianSuper
Australia
$3.18M
PWM
943
Parkshore Wealth Management
California
$3.17M
CA
944
CSM Advisors
Pennsylvania
$3.17M
RG
945
Rathbones Group
United Kingdom
$3.16M
USCWA
946
U.S. Capital Wealth Advisors
Texas
$3.16M
FCM
947
Fire Capital Management
California
$3.15M
LWM
948
Lodestone Wealth Management
Washington
$3.14M
KW
949
KWB Wealth
California
$3.14M
EHWM
950
Eads & Heald Wealth Management
Georgia
$3.11M