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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
AA
1176
Armis Advisers
Georgia
$1.83M
GWP
1177
Gen-Wealth Partners
Michigan
$1.83M
IA
1178
Icon Advisers
Colorado
$1.83M
CAM
1179
Cozad Asset Management
Illinois
$1.82M
PPWP
1180
Premier Path Wealth Partners
New Jersey
$1.82M
LWANC
1181
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M
CCFCSB
1182
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
AWC
1183
Abundance Wealth Counselors
Pennsylvania
$1.81M
NAG
1184
Northstar Advisory Group
New Jersey
$1.81M
ABWM
1185
Alpine Bank Wealth Management
Colorado
$1.81M
CB
1186
Community Bank
New York
$1.8M
SA
1187
Strategic Advisors
New York
$1.8M
SW
1188
SVB Wealth
Massachusetts
$1.8M
NIA
1189
NBZ Investment Advisors
Tennessee
$1.79M
CFGA
1190
Cambridge Financial Group (Arizona)
Arizona
$1.79M
SA
1191
Strategic Advocates
Utah
$1.79M
LKIM
1192
Lawson Kroeker Investment Management
Nebraska
$1.77M
WA
1193
Wealth Alliance
New York
$1.77M
AWA
1194
Aaron Wealth Advisors
Illinois
$1.77M
NME
1195
Notis-McConarty Edward
$1.76M
VRM
1196
Vectors Research Management
New York
$1.76M
APC
1197
Aspire Private Capital
North Carolina
$1.75M
WG
1198
Winton Group
United Kingdom
$1.75M
SCM
1199
Sirios Capital Management
Massachusetts
$1.75M
CI
1200
Cigna Investments
Connecticut
$1.75M