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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
CB
1501
Centennial Bank
Arkansas
$974K
BST
1502
Bath Savings Trust
Maine
$971K
BAM
1503
Belpointe Asset Management
Nevada
$970K
MSWM
1504
McGlone Suttner Wealth Management
Wisconsin
$967K
CA
1505
Cambridge Advisors
Nebraska
$967K
LWM
1506
LongView Wealth Management
Georgia
$965K
CAS
1507
CTC Alternative Strategies
Illinois
$963K
TSS
1508
Two Sigma Securities
New York
$962K
OL
1509
one8zero8 LLC
North Carolina
$957K
SFI
1510
SPC Financial Inc
Maryland
$952K
OWA
1511
Outlook Wealth Advisors
Texas
$951K
PWM
1512
Purus Wealth Management
California
$950K
GWANC
1513
Guardian Wealth Advisors (North Carolina)
North Carolina
$949K
BTD
1514
BankPlus Trust Department
Mississippi
$947K
LAI
1515
Legal Advantage Investments
California
$947K
UCB
1516
United Community Bank
South Carolina
$946K
MWS
1517
MFA Wealth Services
California
$945K
RI
1518
Ridgewood Investments
New Jersey
$936K
BF
1519
Brucke Financial
Indiana
$935K
BW
1520
Basepoint Wealth
Iowa
$932K
FFM
1521
Fullerton Fund Management
Singapore
$932K
YIM
1522
Yoffe Investment Management
Pennsylvania
$931K
ME
1523
McIlrath & Eck
Washington
$931K
TW
1524
TritonPoint Wealth
Maryland
$931K
ESB
1525
Essex Savings Bank
Connecticut
$931K