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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
VC
1051
Veracity Capital
Georgia
$2.46M
JWM
1052
Jackson Wealth Management
Florida
$2.44M
BCB
1053
Brian C. Broderick
$2.44M
VA
1054
VestGen Advisors
Illinois
$2.44M
CSC
1055
Caldwell Sutter Capital
California
$2.44M
CAU
1056
Caxton Associates (UK)
$2.41M
BA
1057
Birinyi Associates
Connecticut
$2.41M
BCM
1058
Boltwood Capital Management
California
$2.4M
BHPW
1059
Beverly Hills Private Wealth
California
$2.4M
HDA
1060
Harold Davidson & Associates
California
$2.4M
CWS
1061
Confluence Wealth Services
Pennsylvania
$2.4M
LGA
1062
Lebenthal Global Advisors
New York
$2.4M
GIA
1063
Gateway Investment Advisers
Ohio
$2.39M
AC
1064
Arjuna Capital
North Carolina
$2.39M
IP
1065
Intellectus Partners
California
$2.39M
SAG
1066
SageView Advisory Group
California
$2.37M
SS
1067
Sunbelt Securities
Texas
$2.35M
HA
1068
Huntleigh Advisors
Missouri
$2.34M
SYBT
1069
Stock Yards Bank & Trust
Kentucky
$2.34M
BWP
1070
Balboa Wealth Partners
Arizona
$2.33M
AAM
1071
Auxier Asset Management
Oregon
$2.32M
MT
1072
Midwest Trust
Kansas
$2.32M
DAL
1073
Delta Accumulation LLC
California
$2.31M
BIM
1074
Baldwin Investment Management
Pennsylvania
$2.3M
FNT
1075
First National Trust
Pennsylvania
$2.3M