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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
GKWIM
1301
Gerber Kawasaki Wealth & Investment Management
California
$1.43M
AC
1302
Apella Capital
Connecticut
$1.42M
BAM
1303
Boyar Asset Management
New York
$1.41M
BWP
1304
BSW Wealth Partners
Colorado
$1.41M
TFS
1305
Thoroughbred Financial Services
Tennessee
$1.41M
IA
1306
IFG Advisors
Missouri
$1.41M
JPWM
1307
Jamison Private Wealth Management
Georgia
$1.4M
GM
1308
GeoWealth Management
Illinois
$1.4M
LWM
1309
Lyell Wealth Management
California
$1.4M
AB
1310
Atlas Brown
Kentucky
$1.4M
I
1311
InvesTrust
Oklahoma
$1.4M
SBFM
1312
S-Bank Fund Management
Finland
$1.39M
WBC
1313
Westpac Banking Corp
Australia
$1.39M
RWM
1314
Riverbend Wealth Management
South Carolina
$1.39M
BDFN
1315
Bond & Devick Financial Network
Minnesota
$1.39M
MCM
1316
Manchester Capital Management
Vermont
$1.38M
ANB
1317
Amarillo National Bank
Texas
$1.38M
WT
1318
Washington Trust
Rhode Island
$1.38M
V
1319
VeraBank
Texas
$1.38M
EIM
1320
Ervin Investment Management
Washington
$1.38M
FC
1321
Farringdon Capital
United Kingdom
$1.38M
TAFW
1322
Tred Avon Family Wealth
Maryland
$1.37M
SC
1323
Stance Capital
Massachusetts
$1.37M
RMC
1324
Resources Management Corp
Connecticut
$1.37M
BMA
1325
Brooks Moore & Associates
Tennessee
$1.37M