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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
CCG
951
Ceeto Capital Group
Florida
$3.11M
BA
952
Bridgewater Advisors
New York
$3.11M
TE
953
Tema ETFs
New York
$3.1M
BIA
954
Beacon Investment Advisors
Maryland
$3.1M
BPWM
955
BCS Private Wealth Management
New Jersey
$3.1M
PCS
956
Personal CFO Solutions
New Jersey
$3.09M
FWA
957
FOCUS Wealth Advisors
Texas
$3.08M
MPWT
958
MassMutual Private Wealth & Trust
Connecticut
$3.08M
NAM
959
NTV Asset Management
West Virginia
$3.06M
ALAM
960
Asahi Life Asset Management
Japan
$3.06M
ACL
961
Applied Capital LLC
Florida
$3.05M
MYLI
962
Meiji Yasuda Life Insurance
Japan
$3.05M
SS
963
SBI Securities
Japan
$3.04M
EAM
964
EFG Asset Management
Oregon
$3.04M
AIM
965
Anchor Investment Management
South Carolina
$3.04M
TBNY
966
Trustco Bank (New York)
New York
$3.04M
PI
967
Pettee Investors
Connecticut
$3.03M
QI
968
Qtron Investments
Massachusetts
$3.03M
IA
969
IFC Advisors
California
$3.02M
Verition Fund Management
970
Verition Fund Management
Connecticut
$3.02M
PCG
971
Prosperity Consulting Group
Maryland
$3.01M
BAM
972
Bell Asset Management
Australia
$3.01M
FSA
973
Financial Security Advisor
Virginia
$3M
WMA
974
West Michigan Advisors
Michigan
$3M
OAM
975
Oppenheimer Asset Management
New York
$2.98M