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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
HR
1001
Hardy Reed
Mississippi
$2.83M
LAM
1002
L2 Asset Management
Massachusetts
$2.83M
WWM
1003
Western Wealth Management
Colorado
$2.81M
BFA
1004
Beaumont Financial Advisors
Massachusetts
$2.8M
HCMG
1005
Howard Capital Management Group
California
$2.8M
TAM
1006
Tealwood Asset Management
Minnesota
$2.79M
TCM
1007
Twin Capital Management
Pennsylvania
$2.79M
MHIC
1008
Marble Harbor Investment Counsel
Massachusetts
$2.78M
NEAM
1009
New England Asset Management
Connecticut
$2.77M
NI
1010
Natural Investments
California
$2.76M
EWM
1011
Elite Wealth Management
Washington
$2.76M
BOS
1012
Bank of Stockton
California
$2.75M
FNBT
1013
FineMark National Bank & Trust
Florida
$2.74M
FHA
1014
Flagship Harbor Advisors
Massachusetts
$2.73M
AAP
1015
Arax Advisory Partners
Colorado
$2.73M
ACM
1016
Accent Capital Management
Ohio
$2.72M
RSWM
1017
Robertson Stephens Wealth Management
California
$2.72M
GC
1018
GFG Capital
Florida
$2.72M
FFM
1019
Forum Financial Management
Illinois
$2.69M
IA
1020
IFG Advisory
Georgia
$2.68M
PIM
1021
Penobscot Investment Management
Massachusetts
$2.68M
VWM
1022
Vivid Wealth Management
Iowa
$2.67M
CAG
1023
Crestwood Advisors Group
Massachusetts
$2.66M
BHBT
1024
Burke & Herbert Bank & Trust
Virginia
$2.65M
DA
1025
Dover Advisors
Virginia
$2.64M