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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
MAA
1301
Mraz Amerine & Associates
California
$1.45M
AL
1302
Aspiriant LLC
California
$1.44M
BFC
1303
Bedel Financial Consulting
Indiana
$1.44M
IA
1304
Integrity Alliance
Iowa
$1.43M
SC
1305
Schulhoff & Co
Ohio
$1.43M
GKWIM
1306
Gerber Kawasaki Wealth & Investment Management
California
$1.43M
AC
1307
Apella Capital
Connecticut
$1.42M
BAM
1308
Boyar Asset Management
New York
$1.41M
BWP
1309
BSW Wealth Partners
Colorado
$1.41M
TFS
1310
Thoroughbred Financial Services
Tennessee
$1.41M
IA
1311
IFG Advisors
Missouri
$1.41M
JPWM
1312
Jamison Private Wealth Management
Georgia
$1.4M
GM
1313
GeoWealth Management
Illinois
$1.4M
LWM
1314
Lyell Wealth Management
California
$1.4M
AB
1315
Atlas Brown
Kentucky
$1.4M
I
1316
InvesTrust
Oklahoma
$1.4M
SBFM
1317
S-Bank Fund Management
Finland
$1.39M
WBC
1318
Westpac Banking Corp
Australia
$1.39M
RWM
1319
Riverbend Wealth Management
South Carolina
$1.39M
BDFN
1320
Bond & Devick Financial Network
Minnesota
$1.39M
MCM
1321
Manchester Capital Management
Vermont
$1.38M
ANB
1322
Amarillo National Bank
Texas
$1.38M
WT
1323
Washington Trust
Rhode Island
$1.38M
V
1324
VeraBank
Texas
$1.38M
EIM
1325
Ervin Investment Management
Washington
$1.38M