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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
RWB
976
RMR Wealth Builders
New Jersey
$2.96M
BCM
977
Bridgeway Capital Management
Texas
$2.96M
Envestnet Portfolio Solutions
978
Envestnet Portfolio Solutions
Illinois
$2.95M
MWM
979
Mindset Wealth Management
Indiana
$2.95M
O
980
Ossiam
France
$2.94M
PH
981
Pinnacle Holdings
Oklahoma
$2.94M
NFA
982
Northern Financial Advisors
Michigan
$2.92M
PFM
983
Patton Fund Management
Texas
$2.9M
MYIA
984
Mount Yale Investment Advisors
Colorado
$2.9M
SWMG
985
Signature Wealth Management Group
Georgia
$2.89M
RA
986
Rational Advisors
New York
$2.89M
BFA
987
Buttonwood Financial Advisors
Maryland
$2.88M
BIA
988
Bigelow Investment Advisors
Maine
$2.88M
CNBTD
989
Citizens National Bank Trust Department
Mississippi
$2.88M
SAM
990
Smartleaf Asset Management
Massachusetts
$2.88M
BAM
991
Berkshire Asset Management
Pennsylvania
$2.87M
AFG
992
Atomi Financial Group
New York
$2.87M
FB
993
Fulton Bank
Pennsylvania
$2.87M
WIA
994
World Investment Advisors
California
$2.87M
PMG
995
ProVise Management Group
Florida
$2.86M
SWA
996
SOA Wealth Advisors
New York
$2.84M
PWP
997
Principle Wealth Partners
Connecticut
$2.84M
HIM
998
Hillsdale Investment Management
Ontario, Canada
$2.84M
IAMOG
999
Investors Asset Management of Georgia
Georgia
$2.83M
WIC
1000
Woodmont Investment Counsel
Tennessee
$2.83M