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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
FHC
1101
First Horizon Corporation
Tennessee
$2.18M
ECML
1102
Eagle Capital Management (Louisiana)
Louisiana
$2.18M
KF
1103
Krilogy Financial
Missouri
$2.18M
GCWM
1104
Guided Capital Wealth Management
Texas
$2.17M
CB
1105
Cadence Bank
Mississippi
$2.16M
WAM
1106
Weiss Asset Management
Massachusetts
$2.16M
LDB
1107
Lee, Danner & Bass
Tennessee
$2.16M
CRC
1108
Curi RMB Capital
Illinois
$2.14M
SP
1109
Stablepoint Partners
Massachusetts
$2.14M
TAM
1110
Trust Asset Management
Texas
$2.13M
CIC
1111
Carnegie Investment Counsel
Ohio
$2.13M
SCI
1112
S&CO Inc
Massachusetts
$2.12M
PGWM
1113
Parisi Gray Wealth Management
New Jersey
$2.12M
LIM
1114
Leavell Investment Management
Alabama
$2.11M
AC
1115
Avestar Capital
New York
$2.09M
PSB
1116
Piscataqua Savings Bank
New Hampshire
$2.09M
Kayne Anderson Rudnick Investment Management
1117
Kayne Anderson Rudnick Investment Management
California
$2.08M
SMA
1118
Sage Mountain Advisors
Georgia
$2.08M
RCM
1119
RMR Capital Management
California
$2.08M
PA
1120
Procyon Advisors
Connecticut
$2.06M
DI
1121
Diligent Investors
California
$2.06M
OWP
1122
Obermeyer Wealth Partners
Colorado
$2.06M
CP
1123
Canopy Partners
Ohio
$2.04M
CWS
1124
Cypress Wealth Services
California
$2.04M
FPCP
1125
Fort Point Capital Partners
California
$2.03M