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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
SMA
1476
Seven Mile Advisory
New Jersey
$1.02M
PHS
1477
Pekin Hardy Strauss
Illinois
$1.01M
SB
1478
Strategic Blueprint
Georgia
$1.01M
QWP
1479
Quotient Wealth Partners
Texas
$1.01M
SWM
1480
Scissortail Wealth Management
Oklahoma
$1M
RWS
1481
Resolute Wealth Strategies
Mississippi
$1,000K
AF
1482
Arrow Financial
New York
$999K
RMCM
1483
Reynders McVeigh Capital Management
Massachusetts
$998K
FWM
1484
FFT Wealth Management
Pennsylvania
$996K
LWMM
1485
Legacy Wealth Management (Mississippi)
Mississippi
$996K
CFG
1486
Cooper Financial Group
California
$996K
ACM
1487
Aljian Capital Management
Nevada
$995K
AWM
1488
Angeles Wealth Management
California
$982K
CFG
1489
Chapman Financial Group
Hawaii
$981K
LFA
1490
Legacy Financial Advisors
Kentucky
$981K
TWM
1491
Tradition Wealth Management
Minnesota
$980K
TTWM
1492
TCV Trust & Wealth Management
Virginia
$980K
MCM
1493
Mattern Capital Management
Colorado
$977K
CAM
1494
Creekmur Asset Management
Illinois
$974K
CB
1495
Centennial Bank
Arkansas
$974K
BST
1496
Bath Savings Trust
Maine
$971K
BAM
1497
Belpointe Asset Management
Nevada
$970K
MSWM
1498
McGlone Suttner Wealth Management
Wisconsin
$967K
CA
1499
Cambridge Advisors
Nebraska
$967K
LWM
1500
LongView Wealth Management
Georgia
$965K