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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
FC
1326
Farringdon Capital
United Kingdom
$1.38M
TAFW
1327
Tred Avon Family Wealth
Maryland
$1.37M
SC
1328
Stance Capital
Massachusetts
$1.37M
RMC
1329
Resources Management Corp
Connecticut
$1.37M
BMA
1330
Brooks Moore & Associates
Tennessee
$1.37M
HIMS
1331
Hager Investment Management Services
New Hampshire
$1.37M
SAIG
1332
Semper Augustus Investments Group
Colorado
$1.36M
TWM
1333
Trueblood Wealth Management
Ohio
$1.35M
ANBT
1334
American National Bank & Trust
Texas
$1.35M
Koshinski Asset Management
1335
Koshinski Asset Management
Illinois
$1.35M
OFS
1336
Orrstown Financial Services
Pennsylvania
$1.35M
OC
1337
Oakworth Capital
Alabama
$1.34M
EAM
1338
Evanson Asset Management
California
$1.34M
WCM
1339
Winebrenner Capital Management
Kentucky
$1.34M
IIM
1340
Ipswich Investment Management
Massachusetts
$1.34M
EWM
1341
Evermay Wealth Management
Virginia
$1.34M
HDIM
1342
Hanson & Doremus Investment Management
Vermont
$1.34M
NLP
1343
Next Level Private
New York
$1.34M
PL
1344
Plancorp LLC
Missouri
$1.34M
LS
1345
Livforsakringsbolaget Skandia
Sweden
$1.34M
LCM
1346
Lazari Capital Management
California
$1.33M
SC
1347
SummitTX Capital
Texas
$1.33M
P
1348
Pitcairn
Pennsylvania
$1.33M
MP
1349
Moment Partners
California
$1.33M
PA
1350
Promethium Advisors
Maryland
$1.33M