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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
NFG
1101
Nations Financial Group
Iowa
$2.19M
WI
1102
WBI Investments
New Jersey
$2.19M
SF
1103
Symphony Financial
Texas
$2.18M
FHC
1104
First Horizon Corporation
Tennessee
$2.18M
ECML
1105
Eagle Capital Management (Louisiana)
Louisiana
$2.18M
KF
1106
Krilogy Financial
Missouri
$2.18M
GCWM
1107
Guided Capital Wealth Management
Texas
$2.17M
CB
1108
Cadence Bank
Mississippi
$2.16M
WAM
1109
Weiss Asset Management
Massachusetts
$2.16M
LDB
1110
Lee, Danner & Bass
Tennessee
$2.16M
CRC
1111
Curi RMB Capital
Illinois
$2.14M
SP
1112
Stablepoint Partners
Massachusetts
$2.14M
TAM
1113
Trust Asset Management
Texas
$2.13M
CIC
1114
Carnegie Investment Counsel
Ohio
$2.13M
SCI
1115
S&CO Inc
Massachusetts
$2.12M
PGWM
1116
Parisi Gray Wealth Management
New Jersey
$2.12M
LIM
1117
Leavell Investment Management
Alabama
$2.11M
AC
1118
Avestar Capital
New York
$2.09M
PSB
1119
Piscataqua Savings Bank
New Hampshire
$2.09M
Kayne Anderson Rudnick Investment Management
1120
Kayne Anderson Rudnick Investment Management
California
$2.08M
SMA
1121
Sage Mountain Advisors
Georgia
$2.08M
RCM
1122
RMR Capital Management
California
$2.08M
PA
1123
Procyon Advisors
Connecticut
$2.06M
DI
1124
Diligent Investors
California
$2.06M
OWP
1125
Obermeyer Wealth Partners
Colorado
$2.06M