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