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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
FCBT
1151
First Citizens Bank & Trust
North Carolina
$1.93M
SC
1152
Sapient Capital
Indiana
$1.93M
LCG
1153
Lakeshore Capital Group
Illinois
$1.92M
CPG
1154
Cornerstone Planning Group
New Jersey
$1.91M
LWCFA
1155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.9M
SFA
1156
Souders Financial Advisors
Ohio
$1.9M
NS
1157
NBC Securities
Alabama
$1.9M
IA
1158
Insight Advisors
Pennsylvania
$1.9M
3IP
1159
3Chopt Investment Partners
Virginia
$1.89M
ACM
1160
Advisors Capital Management
New Jersey
$1.89M
CCA
1161
Checchi Capital Advisers
California
$1.88M
CWM
1162
Chesapeake Wealth Management
Virginia
$1.88M
SP
1163
Stonebrook Private
Michigan
$1.88M
NICM
1164
Neo Ivy Capital Management
New York
$1.87M
CA
1165
Crewe Advisors
Utah
$1.87M
MWM
1166
Meridian Wealth Management
Kentucky
$1.87M
KCM
1167
KRS Capital Management
Michigan
$1.86M
GW
1168
Griffith & Werner
Georgia
$1.86M
PTC
1169
Private Trust Company
Ohio
$1.85M
CAL
1170
Capital Analysts LLC
Pennsylvania
$1.84M
KIM
1171
Kestra Investment Management
Texas
$1.84M
NWM
1172
Northcape Wealth Management
New York
$1.84M
AA
1173
Armis Advisers
Georgia
$1.83M
GWP
1174
Gen-Wealth Partners
Michigan
$1.83M
IA
1175
Icon Advisers
Colorado
$1.83M