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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
CAG
1026
Crestwood Advisors Group
Massachusetts
$2.66M
BHBT
1027
Burke & Herbert Bank & Trust
Virginia
$2.65M
DA
1028
Dover Advisors
Virginia
$2.64M
HFM
1029
Hartford Funds Management
Pennsylvania
$2.63M
SC
1030
Syon Capital
California
$2.63M
WIC
1031
Wilkins Investment Counsel
Massachusetts
$2.63M
HNB
1032
Hilltop National Bank
Wyoming
$2.63M
SIAG
1033
Signet Investment Advisory Group
Rhode Island
$2.63M
BTI
1034
Blue Trust Inc
Georgia
$2.62M
CS
1035
Cannell & Spears
New York
$2.61M
PWM
1036
Pinnacle Wealth Management
California
$2.61M
MA
1037
Mutual Advisors
Nebraska
$2.61M
RDWM
1038
Red Door Wealth Management
Tennessee
$2.6M
LFG
1039
Lazard Frères Gestion
France
$2.6M
MCM
1040
Mengis Capital Management
Oregon
$2.59M
HIC
1041
Holderness Investments Company
North Carolina
$2.58M
RIL
1042
Rothschild Investment LLC
Illinois
$2.57M
BB
1043
Berkshire Bank
Massachusetts
$2.54M
SAM
1044
Sawgrass Asset Management
Florida
$2.54M
RCIM
1045
Red Cedar Investment Management
Michigan
$2.53M
IWA
1046
Icon Wealth Advisors
Texas
$2.53M
NPT
1047
Nixon Peabody Trust
Massachusetts
$2.53M
OFS
1048
Oldfather Financial Services
Nebraska
$2.5M
WKWM
1049
Walter & Keenan Wealth Management
Indiana
$2.49M
CIS
1050
Capital International Sarl
California
$2.48M