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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
HIMS
1326
Hager Investment Management Services
New Hampshire
$1.37M
SAIG
1327
Semper Augustus Investments Group
Colorado
$1.36M
TWM
1328
Trueblood Wealth Management
Ohio
$1.35M
ANBT
1329
American National Bank & Trust
Texas
$1.35M
Koshinski Asset Management
1330
Koshinski Asset Management
Illinois
$1.35M
OFS
1331
Orrstown Financial Services
Pennsylvania
$1.35M
OC
1332
Oakworth Capital
Alabama
$1.34M
EAM
1333
Evanson Asset Management
California
$1.34M
WCM
1334
Winebrenner Capital Management
Kentucky
$1.34M
IIM
1335
Ipswich Investment Management
Massachusetts
$1.34M
EWM
1336
Evermay Wealth Management
Virginia
$1.34M
HDIM
1337
Hanson & Doremus Investment Management
Vermont
$1.34M
NLP
1338
Next Level Private
New York
$1.34M
PL
1339
Plancorp LLC
Missouri
$1.34M
LS
1340
Livforsakringsbolaget Skandia
Sweden
$1.34M
LCM
1341
Lazari Capital Management
California
$1.33M
SC
1342
SummitTX Capital
Texas
$1.33M
P
1343
Pitcairn
Pennsylvania
$1.33M
MP
1344
Moment Partners
California
$1.33M
PA
1345
Promethium Advisors
Maryland
$1.33M
KAM
1346
Knightsbridge Asset Management
California
$1.33M
1WA
1347
180 Wealth Advisors
Washington
$1.32M
BIM
1348
Bridges Investment Management
Nebraska
$1.32M
EIM
1349
Essex Investment Management
Massachusetts
$1.32M
EFS
1350
Essex Financial Services
Connecticut
$1.32M