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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
BONH
976
Bank of New Hampshire
New Hampshire
$2.98M
SCM
977
Sterling Capital Management
North Carolina
$2.98M
FFO
978
Fiduciary Family Office
Florida
$2.97M
RWB
979
RMR Wealth Builders
New Jersey
$2.96M
BCM
980
Bridgeway Capital Management
Texas
$2.96M
Envestnet Portfolio Solutions
981
Envestnet Portfolio Solutions
Illinois
$2.95M
MWM
982
Mindset Wealth Management
Indiana
$2.95M
O
983
Ossiam
France
$2.94M
PH
984
Pinnacle Holdings
Oklahoma
$2.94M
NFA
985
Northern Financial Advisors
Michigan
$2.92M
PFM
986
Patton Fund Management
Texas
$2.9M
MYIA
987
Mount Yale Investment Advisors
Colorado
$2.9M
SWMG
988
Signature Wealth Management Group
Georgia
$2.89M
RA
989
Rational Advisors
New York
$2.89M
BFA
990
Buttonwood Financial Advisors
Maryland
$2.88M
BIA
991
Bigelow Investment Advisors
Maine
$2.88M
CNBTD
992
Citizens National Bank Trust Department
Mississippi
$2.88M
SAM
993
Smartleaf Asset Management
Massachusetts
$2.88M
BAM
994
Berkshire Asset Management
Pennsylvania
$2.87M
AFG
995
Atomi Financial Group
New York
$2.87M
FB
996
Fulton Bank
Pennsylvania
$2.87M
WIA
997
World Investment Advisors
California
$2.87M
PMG
998
ProVise Management Group
Florida
$2.86M
SWA
999
SOA Wealth Advisors
New York
$2.84M
PWP
1000
Principle Wealth Partners
Connecticut
$2.84M