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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
HIA
1251
Harbor Investment Advisory
Maryland
$1.59M
A
1252
Argentarii
Ohio
$1.59M
FAFN
1253
First Affirmative Financial Network
Colorado
$1.59M
MWA
1254
Muirfield Wealth Advisors
North Carolina
$1.59M
MDA
1255
Minot DeBlois Advisors
Massachusetts
$1.59M
PP
1256
Patten & Patten
Tennessee
$1.59M
FDS
1257
First Dallas Securities
Texas
$1.59M
SI
1258
Saxon Interests
Texas
$1.58M
APW
1259
Aventura Private Wealth
Florida
$1.58M
ACMA
1260
Arbor Capital Management (Alaska)
Alaska
$1.58M
SPC
1261
Spirepoint Private Client
Florida
$1.58M
SB
1262
Simmons Bank
Arkansas
$1.57M
FW
1263
FullCircle Wealth
Texas
$1.57M
IRP
1264
Investment Research Partners
Pennsylvania
$1.57M
TWA
1265
TCI Wealth Advisors
Arizona
$1.57M
Jennison Associates
1266
Jennison Associates
New York
$1.57M
MAM
1267
Mystic Asset Management
Rhode Island
$1.57M
EWA
1268
EverSource Wealth Advisors
Alabama
$1.56M
NSIM
1269
North Star Investment Management
Illinois
$1.56M
WC
1270
Woodstock Corp
Massachusetts
$1.55M
LCM
1271
Leisure Capital Management
California
$1.55M
DM
1272
Delphi Management
Massachusetts
$1.54M
PK
1273
Pflug Koory
Nebraska
$1.54M
DCA
1274
DSG Capital Advisors
Minnesota
$1.54M
TPI
1275
Trust Point Inc
Wisconsin
$1.53M