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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
CCA
1451
Childress Capital Advisors
Texas
$1.09M
AAS
1452
Ameritas Advisory Services
Nebraska
$1.09M
CA
1453
Continuum Advisory
Idaho
$1.09M
MAM
1454
Milestone Asset Management
Pennsylvania
$1.08M
CTC
1455
Cetera Trust Company
Minnesota
$1.08M
SSA
1456
Schonfeld Strategic Advisors
New York
$1.08M
PCH
1457
PGIM Custom Harvest
New Jersey
$1.08M
ZI
1458
ZEGA Investments
Florida
$1.08M
CWG
1459
Cornerstone Wealth Group
North Carolina
$1.08M
MA
1460
MCF Advisors
Kentucky
$1.07M
NP
1461
Nilsine Partners
Colorado
$1.07M
NA
1462
Navellier & Associates
Nevada
$1.07M
MSFS
1463
Main Street Financial Solutions
Pennsylvania
$1.07M
AA
1464
Advisory Alpha
Michigan
$1.07M
CIS
1465
Custom Index Systems
New York
$1.06M
WA
1466
Westfuller Advisors
New York
$1.06M
DSC
1467
Duncker Streett & Co
Missouri
$1.06M
UAML
1468
US Asset Management LLC
Pennsylvania
$1.06M
MCC
1469
Money Concepts Capital
Florida
$1.06M
GWM
1470
Geneos Wealth Management
Colorado
$1.04M
FAM
1471
Fairtree Asset Management
South Africa
$1.04M
KWA
1472
Kingswood Wealth Advisors
California
$1.03M
CYG
1473
Clean Yield Group
Vermont
$1.03M
SWM
1474
SeaCrest Wealth Management
New York
$1.02M
MAA
1475
Matrix Asset Advisors
New York
$1.02M