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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
BIA
951
Beacon Investment Advisors
Maryland
$3.1M
BPWM
952
BCS Private Wealth Management
New Jersey
$3.1M
PCS
953
Personal CFO Solutions
New Jersey
$3.09M
FWA
954
FOCUS Wealth Advisors
Texas
$3.08M
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$3.08M
NAM
956
NTV Asset Management
West Virginia
$3.06M
ALAM
957
Asahi Life Asset Management
Japan
$3.06M
ACL
958
Applied Capital LLC
Florida
$3.05M
MYLI
959
Meiji Yasuda Life Insurance
Japan
$3.05M
SS
960
SBI Securities
Japan
$3.04M
EAM
961
EFG Asset Management
Oregon
$3.04M
AIM
962
Anchor Investment Management
South Carolina
$3.04M
TBNY
963
Trustco Bank (New York)
New York
$3.04M
PI
964
Pettee Investors
Connecticut
$3.03M
QI
965
Qtron Investments
Massachusetts
$3.03M
IA
966
IFC Advisors
California
$3.02M
Verition Fund Management
967
Verition Fund Management
Connecticut
$3.02M
PCG
968
Prosperity Consulting Group
Maryland
$3.01M
BAM
969
Bell Asset Management
Australia
$3.01M
FSA
970
Financial Security Advisor
Virginia
$3M
WMA
971
West Michigan Advisors
Michigan
$3M
OAM
972
Oppenheimer Asset Management
New York
$2.98M
BONH
973
Bank of New Hampshire
New Hampshire
$2.98M
SCM
974
Sterling Capital Management
North Carolina
$2.98M
FFO
975
Fiduciary Family Office
Florida
$2.97M