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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
BWA
1226
Blodgett Wealth Advisors
California
$1.68M
BOH
1227
Bank of Hawaii
Hawaii
$1.67M
WCM
1228
Weik Capital Management
Pennsylvania
$1.67M
SWA
1229
Stratos Wealth Advisors
Ohio
$1.67M
WSC
1230
Wellington Shields & Co
New York
$1.67M
BAAM
1231
Baker Avenue Asset Management
California
$1.66M
PDL
1232
Portfolio Design Labs
California
$1.66M
SOAMC
1233
Spirit of America Management Corp
New York
$1.66M
UM
1234
Ulysses Management
New York
$1.66M
AIM
1235
Acropolis Investment Management
Missouri
$1.66M
NHC
1236
Nicholas Hoffman & Company
Georgia
$1.66M
BMCM
1237
Bryn Mawr Capital Management
Pennsylvania
$1.66M
RT
1238
Rockland Trust
Massachusetts
$1.65M
AI
1239
Accredited Investors
Minnesota
$1.65M
AIP
1240
Ameritas Investment Partners
Nebraska
$1.64M
EFG
1241
Everhart Financial Group
Ohio
$1.64M
CT
1242
Colonial Trust
South Carolina
$1.63M
IP
1243
Ignite Planners
California
$1.63M
BAM
1244
Beaumont Asset Management
Texas
$1.62M
CFG
1245
Carr Financial Group
Massachusetts
$1.62M
LFG
1246
Larson Financial Group
Missouri
$1.61M
HIA
1247
Harbor Investment Advisory
Maryland
$1.59M
A
1248
Argentarii
Ohio
$1.59M
FAFN
1249
First Affirmative Financial Network
Colorado
$1.59M
MWA
1250
Muirfield Wealth Advisors
North Carolina
$1.59M