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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
MAM
1276
Morse Asset Management
Connecticut
$1.52M
FPAS
1277
Focus Partners Advisor Solutions
Missouri
$1.51M
DA
1278
Doliver Advisors
Texas
$1.51M
RIA
1279
Realta Investment Advisors
Delaware
$1.5M
WAP
1280
Wealthcare Advisory Partners
Pennsylvania
$1.5M
TCM
1281
Tufton Capital Management
Maryland
$1.5M
GS
1282
GTS Securities
New York
$1.5M
EMB
1283
Elefante Mark B
$1.5M
GITFIT
1284
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.49M
LRPA
1285
L. Roy Papp & Associates
Arizona
$1.49M
PWM
1286
Proathlete Wealth Management
Florida
$1.49M
LCS
1287
Levin Capital Strategies
New York
$1.49M
AWM
1288
Accurate Wealth Management
Florida
$1.48M
TF
1289
Tompkins Financial
New York
$1.48M
OW
1290
Olistico Wealth
Oklahoma
$1.47M
CCA
1291
Cadent Capital Advisors
Oklahoma
$1.47M
CAC
1292
Core Alternative Capital
Georgia
$1.47M
PCM
1293
Polymer Capital Management
New York
$1.47M
FCAS
1294
First Command Advisory Services
Texas
$1.46M
SIC
1295
Salem Investment Counselors
North Carolina
$1.45M
MAA
1296
Mraz Amerine & Associates
California
$1.45M
AL
1297
Aspiriant LLC
California
$1.44M
BFC
1298
Bedel Financial Consulting
Indiana
$1.44M
IA
1299
Integrity Alliance
Iowa
$1.43M
SC
1300
Schulhoff & Co
Ohio
$1.43M