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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
CAM
1176
Cozad Asset Management
Illinois
$1.82M
PPWP
1177
Premier Path Wealth Partners
New Jersey
$1.82M
LWANC
1178
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M
CCFCSB
1179
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
AWC
1180
Abundance Wealth Counselors
Pennsylvania
$1.81M
NAG
1181
Northstar Advisory Group
New Jersey
$1.81M
ABWM
1182
Alpine Bank Wealth Management
Colorado
$1.81M
CB
1183
Community Bank
New York
$1.8M
SA
1184
Strategic Advisors
New York
$1.8M
SW
1185
SVB Wealth
Massachusetts
$1.8M
NIA
1186
NBZ Investment Advisors
Tennessee
$1.79M
CFGA
1187
Cambridge Financial Group (Arizona)
Arizona
$1.79M
SA
1188
Strategic Advocates
Utah
$1.79M
LKIM
1189
Lawson Kroeker Investment Management
Nebraska
$1.77M
WA
1190
Wealth Alliance
New York
$1.77M
AWA
1191
Aaron Wealth Advisors
Illinois
$1.77M
NME
1192
Notis-McConarty Edward
$1.76M
VRM
1193
Vectors Research Management
New York
$1.76M
APC
1194
Aspire Private Capital
North Carolina
$1.75M
WG
1195
Winton Group
United Kingdom
$1.75M
SCM
1196
Sirios Capital Management
Massachusetts
$1.75M
CI
1197
Cigna Investments
Connecticut
$1.75M
FIBT
1198
First International Bank & Trust
North Dakota
$1.75M
DDC
1199
DF Dent & Co
Maryland
$1.74M
NG
1200
Norden Group
Utah
$1.74M