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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
TFCM
1051
Taylor Frigon Capital Management
Arizona
$2.47M
BRWA
1052
B. Riley Wealth Advisors
Florida
$2.46M
CPIG
1053
Chicago Partners Investment Group
Illinois
$2.46M
VC
1054
Veracity Capital
Georgia
$2.46M
JWM
1055
Jackson Wealth Management
Florida
$2.44M
BCB
1056
Brian C. Broderick
$2.44M
VA
1057
VestGen Advisors
Illinois
$2.44M
CSC
1058
Caldwell Sutter Capital
California
$2.44M
CAU
1059
Caxton Associates (UK)
$2.41M
BA
1060
Birinyi Associates
Connecticut
$2.41M
BCM
1061
Boltwood Capital Management
California
$2.4M
BHPW
1062
Beverly Hills Private Wealth
California
$2.4M
HDA
1063
Harold Davidson & Associates
California
$2.4M
CWS
1064
Confluence Wealth Services
Pennsylvania
$2.4M
LGA
1065
Lebenthal Global Advisors
New York
$2.4M
GIA
1066
Gateway Investment Advisers
Ohio
$2.39M
AC
1067
Arjuna Capital
North Carolina
$2.39M
IP
1068
Intellectus Partners
California
$2.39M
SAG
1069
SageView Advisory Group
California
$2.37M
SS
1070
Sunbelt Securities
Texas
$2.35M
HA
1071
Huntleigh Advisors
Missouri
$2.34M
SYBT
1072
Stock Yards Bank & Trust
Kentucky
$2.34M
BWP
1073
Balboa Wealth Partners
Arizona
$2.33M
AAM
1074
Auxier Asset Management
Oregon
$2.32M
MT
1075
Midwest Trust
Kansas
$2.32M