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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
GBT
1126
Grove Bank & Trust
Florida
$2.02M
WC
1127
Weil Company
California
$2.01M
SFO
1128
Stokes Family Office
Louisiana
$2.01M
MFG
1129
Monte Financial Group
Connecticut
$2M
CIA
1130
Citadel Investment Advisory
Ohio
$2M
SWM
1131
Spire Wealth Management
Virginia
$2M
HI
1132
Harbour Investments
Wisconsin
$2M
Marshall Wace
1133
Marshall Wace
United Kingdom
$1.99M
FCG
1134
Fielder Capital Group
Tennessee
$1.99M
MPWS
1135
McCarter Private Wealth Services
Massachusetts
$1.99M
TPW
1136
Transatlantique Private Wealth
New York
$1.98M
YIA
1137
YHB Investment Advisors
Connecticut
$1.98M
RA
1138
Ransom Advisory
Rhode Island
$1.98M
BB
1139
Busey Bank
Illinois
$1.97M
WTA
1140
Washington Trust Advisors
Massachusetts
$1.97M
HWM
1141
Hohimer Wealth Management
Washington
$1.96M
VIA
1142
Virtus Investment Advisers
Connecticut
$1.96M
SFS
1143
Solitude Financial Services
Virginia
$1.95M
NWAG
1144
Net Worth Advisory Group
Utah
$1.95M
ABC
1145
Associated Banc-Corp
Wisconsin
$1.95M
MIA
1146
MainStreet Investment Advisors
Illinois
$1.95M
AO
1147
Advisor OS
Illinois
$1.94M
ICP
1148
Interchange Capital Partners
Pennsylvania
$1.94M
HWP
1149
Highline Wealth Partners
California
$1.94M
PPWM
1150
Paragon Private Wealth Management
Kentucky
$1.93M