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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
BCM
1276
Barden Capital Management
Texas
$1.53M
MFG
1277
Magnus Financial Group
New York
$1.53M
TPWM
1278
Twelve Points Wealth Management
Massachusetts
$1.53M
GIM
1279
Guardian Investment Management
California
$1.53M
SL
1280
Sentry LLC
Tennessee
$1.52M
MAM
1281
Morse Asset Management
Connecticut
$1.52M
FPAS
1282
Focus Partners Advisor Solutions
Missouri
$1.51M
DA
1283
Doliver Advisors
Texas
$1.51M
RIA
1284
Realta Investment Advisors
Delaware
$1.5M
WAP
1285
Wealthcare Advisory Partners
Pennsylvania
$1.5M
TCM
1286
Tufton Capital Management
Maryland
$1.5M
GS
1287
GTS Securities
New York
$1.5M
EMB
1288
Elefante Mark B
$1.5M
GITFIT
1289
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.49M
LRPA
1290
L. Roy Papp & Associates
Arizona
$1.49M
PWM
1291
Proathlete Wealth Management
Florida
$1.49M
LCS
1292
Levin Capital Strategies
New York
$1.49M
AWM
1293
Accurate Wealth Management
Florida
$1.48M
TF
1294
Tompkins Financial
New York
$1.48M
OW
1295
Olistico Wealth
Oklahoma
$1.47M
CCA
1296
Cadent Capital Advisors
Oklahoma
$1.47M
CAC
1297
Core Alternative Capital
Georgia
$1.47M
PCM
1298
Polymer Capital Management
New York
$1.47M
FCAS
1299
First Command Advisory Services
Texas
$1.46M
SIC
1300
Salem Investment Counselors
North Carolina
$1.45M