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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
FFA
1401
Florida Financial Advisors
Florida
$1.21M
NCM
1402
Northside Capital Management
Oregon
$1.2M
SC
1403
Saybrook Capital
North Carolina
$1.2M
PTC
1404
Philadelphia Trust Company
Pennsylvania
$1.19M
EA
1405
Enclave Advisors
Texas
$1.19M
OAM
1406
Oak Asset Management
California
$1.19M
MSAM
1407
Moloney Securities Asset Management
Missouri
$1.19M
PWA
1408
Portus Wealth Advisors
North Carolina
$1.18M
FCM
1409
Family Capital Management
Michigan
$1.18M
MWA
1410
Midland Wealth Advisors
Illinois
$1.18M
PFA
1411
Pathway Financial Advisers
Indiana
$1.18M
BT
1412
Banque Transatlantique
France
$1.18M
PIM
1413
Profit Investment Management
Maryland
$1.18M
SIA
1414
Schear Investment Advisers
Ohio
$1.18M
SMH
1415
Sanders Morris Harris
Texas
$1.17M
TYCC
1416
Texas Yale Capital Corp
Florida
$1.17M
KA
1417
Kovack Advisors
Florida
$1.17M
CA
1418
Crumly & Associates
Illinois
$1.17M
CGL
1419
Clarius Group LLC
Washington
$1.16M
PFA
1420
Pure Financial Advisors
California
$1.16M
BAM
1421
Blueshift Asset Management
New Jersey
$1.16M
HBT
1422
Hills Bank & Trust
Iowa
$1.16M
LA
1423
LVW Advisors
New York
$1.16M
RWM
1424
Revisor Wealth Management
Ohio
$1.15M
AF
1425
Alerus Financial
North Dakota
$1.15M