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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
GSWM
1376
Golden State Wealth Management
California
$1.24M
AIM
1377
Alhambra Investment Management
Florida
$1.24M
SCM
1378
SKBA Capital Management
California
$1.24M
Blackstone Inc
1379
Blackstone Inc
New York
$1.24M
WF
1380
Whelan Financial
California
$1.24M
SB
1381
Sunflower Bank
Texas
$1.24M
QC
1382
Quent Capital
New York
$1.24M
LA
1383
Legacy Advisors
Pennsylvania
$1.24M
GWA
1384
Gratus Wealth Advisors
Virginia
$1.23M
FMN
1385
Financial Management Network
California
$1.23M
SIA
1386
Soltis Investment Advisors
Utah
$1.23M
IC
1387
IEQ Capital
California
$1.23M
UAS
1388
United Asset Strategies
New York
$1.23M
LWL
1389
Leo Wealth LLC
Texas
$1.22M
CFG
1390
Clayton Financial Group
Missouri
$1.22M
PGCM
1391
Prescott Group Capital Management
Oklahoma
$1.22M
MFA
1392
Mayflower Financial Advisors
Massachusetts
$1.22M
VCP
1393
Verus Capital Partners
Arizona
$1.21M
GTAM
1394
Global Trust Asset Management
Florida
$1.21M
MA
1395
MJP Associates
Connecticut
$1.21M
FFA
1396
Florida Financial Advisors
Florida
$1.21M
NCM
1397
Northside Capital Management
Oregon
$1.2M
SC
1398
Saybrook Capital
North Carolina
$1.2M
PTC
1399
Philadelphia Trust Company
Pennsylvania
$1.19M
EA
1400
Enclave Advisors
Texas
$1.19M