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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
EW
1426
Elyxium Wealth
California
$1.15M
TCWA
1427
Turtle Creek Wealth Advisors
Texas
$1.15M
SIA
1428
Strategic Investment Advisors
Michigan
$1.15M
FFA
1429
Founders Financial Alliance
North Carolina
$1.15M
ARA
1430
Alexander Randolph Advisory
Virginia
$1.15M
PWG
1431
Portside Wealth Group
Utah
$1.15M
DWM
1432
Defined Wealth Management
Oregon
$1.14M
WGC
1433
Watts Gwilliam & Co
Arizona
$1.14M
MFG
1434
MidWestOne Financial Group
Iowa
$1.13M
KA
1435
Klingman & Associates
New York
$1.13M
LJAC
1436
L.J. Altfest & Co
New York
$1.13M
PTP
1437
Platform Technology Partners
New York
$1.13M
EFG
1438
Embree Financial Group
Illinois
$1.13M
WCM
1439
Weaver Capital Management
Georgia
$1.13M
HC
1440
Hendley & Co
Ohio
$1.13M
TC
1441
TownSquare Capital
Utah
$1.12M
SIC
1442
Sigma Investment Counselors
Michigan
$1.12M
CCM
1443
Conway Capital Management
California
$1.12M
RC
1444
Rexford Capital
Texas
$1.12M
LAM
1445
Lewis Asset Management
California
$1.12M
ACGA
1446
Atlanta Consulting Group Advisors
Georgia
$1.12M
PP
1447
PDS Planning
Ohio
$1.11M
BB
1448
Bell Bank
North Dakota
$1.11M
WA
1449
WBH Advisory
Maryland
$1.1M
VT
1450
Volterra Technologies
New York
$1.1M