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American Express

2,704 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 178 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
2,704
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
MDA
1251
Minot DeBlois Advisors
Massachusetts
$1.59M
PP
1252
Patten & Patten
Tennessee
$1.59M
FDS
1253
First Dallas Securities
Texas
$1.59M
SI
1254
Saxon Interests
Texas
$1.58M
ACMA
1255
Arbor Capital Management (Alaska)
Alaska
$1.58M
SPC
1256
Spirepoint Private Client
Florida
$1.58M
SB
1257
Simmons Bank
Arkansas
$1.57M
FW
1258
FullCircle Wealth
Texas
$1.57M
IRPL
1259
Investment Research Partners LLC
Pennsylvania
$1.57M
TWA
1260
TCI Wealth Advisors
Arizona
$1.57M
Jennison Associates
1261
Jennison Associates
New York
$1.57M
MAM
1262
Mystic Asset Management
Rhode Island
$1.57M
EWA
1263
EverSource Wealth Advisors
Alabama
$1.56M
NSIM
1264
North Star Investment Management
Illinois
$1.56M
WC
1265
Woodstock Corp
Massachusetts
$1.55M
LCM
1266
Leisure Capital Management
California
$1.55M
DM
1267
Delphi Management
Massachusetts
$1.54M
PK
1268
Pflug Koory
Nebraska
$1.54M
DCA
1269
DSG Capital Advisors
Minnesota
$1.54M
TPI
1270
Trust Point Inc
Wisconsin
$1.53M
BCM
1271
Barden Capital Management
Texas
$1.53M
MFG
1272
Magnus Financial Group
New York
$1.53M
TPWM
1273
Twelve Points Wealth Management
Massachusetts
$1.53M
GIM
1274
Guardian Investment Management
California
$1.53M
SL
1275
Sentry LLC
Tennessee
$1.52M