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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
EHC
1076
Everett Harris & Co
California
$2.3M
MG
1077
Mather Group
Illinois
$2.29M
PI
1078
PFG Investments
New York
$2.28M
TFP
1079
Tilia Fiduciary Partners
North Carolina
$2.28M
EIC
1080
Equity Investment Corp
Georgia
$2.27M
RMAM
1081
Raab & Moskowitz Asset Management
New Jersey
$2.27M
CFM
1082
Catalyst Funds Management
Australia
$2.26M
AWM
1083
Axxcess Wealth Management
California
$2.26M
ML
1084
McAdam LLC
Pennsylvania
$2.24M
BFG
1085
Beacon Financial Group
Texas
$2.24M
HCM
1086
Hall Capital Management
Rhode Island
$2.24M
BP
1087
BNP Paribas
France
$2.24M
EM
1088
Excalibur Management
Massachusetts
$2.23M
GI
1089
GLOBALT Investments
Georgia
$2.22M
RBA
1090
Richard Bernstein Advisors
New York
$2.21M
Bank Julius Baer & Co
1091
Bank Julius Baer & Co
Switzerland
$2.21M
BIG
1092
Brooklyn Investment Group
New York
$2.21M
IA
1093
IFP Advisors
Florida
$2.2M
PAM
1094
Palisade Asset Management
Minnesota
$2.2M
SWK
1095
Stephen W. Kidder
$2.2M
CFFP
1096
Center for Financial Planning
Michigan
$2.2M
IC
1097
Inkwell Capital
Florida
$2.19M
NFG
1098
Nations Financial Group
Iowa
$2.19M
WI
1099
WBI Investments
New Jersey
$2.19M
SF
1100
Symphony Financial
Texas
$2.18M