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American Express

2,703 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, 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
2,703
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
OAM
1401
Oak Asset Management
California
$1.19M
MSAM
1402
Moloney Securities Asset Management
Missouri
$1.19M
PWA
1403
Portus Wealth Advisors
North Carolina
$1.18M
FCM
1404
Family Capital Management
Michigan
$1.18M
MWA
1405
Midland Wealth Advisors
Illinois
$1.18M
PFA
1406
Pathway Financial Advisers
Indiana
$1.18M
BT
1407
Banque Transatlantique
France
$1.18M
PIM
1408
Profit Investment Management
Maryland
$1.18M
SIA
1409
Schear Investment Advisers
Ohio
$1.18M
SMH
1410
Sanders Morris Harris
Texas
$1.17M
TYCC
1411
Texas Yale Capital Corp
Florida
$1.17M
KA
1412
Kovack Advisors
Florida
$1.17M
CA
1413
Crumly & Associates
Illinois
$1.17M
CGL
1414
Clarius Group LLC
Washington
$1.16M
PFA
1415
Pure Financial Advisors
California
$1.16M
BAM
1416
Blueshift Asset Management
New Jersey
$1.16M
HBT
1417
Hills Bank & Trust
Iowa
$1.16M
LA
1418
LVW Advisors
New York
$1.16M
RWM
1419
Revisor Wealth Management
Ohio
$1.15M
AF
1420
Alerus Financial
North Dakota
$1.15M
EW
1421
Elyxium Wealth
California
$1.15M
TCWA
1422
Turtle Creek Wealth Advisors
Texas
$1.15M
SIA
1423
Strategic Investment Advisors
Michigan
$1.15M
FFA
1424
Founders Financial Alliance
North Carolina
$1.15M
ARA
1425
Alexander Randolph Advisory
Virginia
$1.15M