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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
PWG
1426
Portside Wealth Group
Utah
$1.15M
DWM
1427
Defined Wealth Management
Oregon
$1.14M
WGC
1428
Watts Gwilliam & Co
Arizona
$1.14M
MFG
1429
MidWestOne Financial Group
Iowa
$1.13M
KA
1430
Klingman & Associates
New York
$1.13M
LJAC
1431
L.J. Altfest & Co
New York
$1.13M
PTP
1432
Platform Technology Partners
New York
$1.13M
EFG
1433
Embree Financial Group
Illinois
$1.13M
WCM
1434
Weaver Capital Management
Georgia
$1.13M
HC
1435
Hendley & Co
Ohio
$1.13M
TC
1436
TownSquare Capital
Utah
$1.12M
SIC
1437
Sigma Investment Counselors
Michigan
$1.12M
CCM
1438
Conway Capital Management
California
$1.12M
RC
1439
Rexford Capital
Texas
$1.12M
LAM
1440
Lewis Asset Management
California
$1.12M
ACGA
1441
Atlanta Consulting Group Advisors
Georgia
$1.12M
PP
1442
PDS Planning
Ohio
$1.11M
BB
1443
Bell Bank
North Dakota
$1.11M
WA
1444
WBH Advisory
Maryland
$1.1M
VT
1445
Volterra Technologies
New York
$1.1M
GVAG
1446
Great Valley Advisor Group
Delaware
$1.1M
VFA
1447
Values First Advisors
Tennessee
$1.1M
BG
1448
Bahl & Gaynor
Ohio
$1.1M
RIA
1449
Richwood Investment Advisors
Ohio
$1.09M
CG
1450
CFO4Life Group
Texas
$1.09M