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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
FAM
1476
Fairtree Asset Management
South Africa
$1.04M
KWA
1477
Kingswood Wealth Advisors
California
$1.03M
CYG
1478
Clean Yield Group
Vermont
$1.03M
SWM
1479
SeaCrest Wealth Management
New York
$1.02M
MAA
1480
Matrix Asset Advisors
New York
$1.02M
SMA
1481
Seven Mile Advisory
New Jersey
$1.02M
HIM
1482
Harbour Investment Management
Washington
$1.01M
PHS
1483
Pekin Hardy Strauss
Illinois
$1.01M
SB
1484
Strategic Blueprint
Georgia
$1.01M
QWP
1485
Quotient Wealth Partners
Texas
$1.01M
SWM
1486
Scissortail Wealth Management
Oklahoma
$1M
RWS
1487
Resolute Wealth Strategies
Mississippi
$1,000K
AF
1488
Arrow Financial
New York
$999K
RMCM
1489
Reynders McVeigh Capital Management
Massachusetts
$998K
FWM
1490
FFT Wealth Management
Pennsylvania
$996K
LWMM
1491
Legacy Wealth Management (Mississippi)
Mississippi
$996K
CFG
1492
Cooper Financial Group
California
$996K
ACM
1493
Aljian Capital Management
Nevada
$995K
AWM
1494
Angeles Wealth Management
California
$982K
CFG
1495
Chapman Financial Group
Hawaii
$981K
LFA
1496
Legacy Financial Advisors
Kentucky
$981K
TWM
1497
Tradition Wealth Management
Minnesota
$980K
TTWM
1498
TCV Trust & Wealth Management
Virginia
$980K
MCM
1499
Mattern Capital Management
Colorado
$977K
CAM
1500
Creekmur Asset Management
Illinois
$974K