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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
GVAG
1451
Great Valley Advisor Group
Delaware
$1.1M
VFA
1452
Values First Advisors
Tennessee
$1.1M
BG
1453
Bahl & Gaynor
Ohio
$1.1M
RIA
1454
Richwood Investment Advisors
Ohio
$1.09M
CG
1455
CFO4Life Group
Texas
$1.09M
CCA
1456
Childress Capital Advisors
Texas
$1.09M
AAS
1457
Ameritas Advisory Services
Nebraska
$1.09M
CA
1458
Continuum Advisory
Idaho
$1.09M
MAM
1459
Milestone Asset Management
Pennsylvania
$1.08M
CTC
1460
Cetera Trust Company
Minnesota
$1.08M
SSA
1461
Schonfeld Strategic Advisors
New York
$1.08M
PCH
1462
PGIM Custom Harvest
New Jersey
$1.08M
ZI
1463
ZEGA Investments
Florida
$1.08M
CWG
1464
Cornerstone Wealth Group
North Carolina
$1.08M
MA
1465
MCF Advisors
Kentucky
$1.07M
NP
1466
Nilsine Partners
Colorado
$1.07M
NA
1467
Navellier & Associates
Nevada
$1.07M
MSFS
1468
Main Street Financial Solutions
Pennsylvania
$1.07M
AA
1469
Advisory Alpha
Michigan
$1.07M
CIS
1470
Custom Index Systems
New York
$1.06M
WA
1471
Westfuller Advisors
New York
$1.06M
DSC
1472
Duncker Streett & Co
Missouri
$1.06M
UAML
1473
US Asset Management LLC
Pennsylvania
$1.06M
MCC
1474
Money Concepts Capital
Florida
$1.06M
GWM
1475
Geneos Wealth Management
Colorado
$1.04M