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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
HGA
1526
Hobbs Group Advisors
South Carolina
$924K
FDP
1527
Financiere des Professionnels
Quebec, Canada
$923K
IAIM
1528
International Assets Investment Management
Florida
$920K
AC
1529
AlphaCore Capital
California
$919K
PWA
1530
Phoenix Wealth Advisors
North Carolina
$914K
GLLW
1531
Graves Light Lenhart Wealth
Virginia
$913K
ITIM
1532
Indiana Trust & Investment Management
Indiana
$912K
AA
1533
Alta Advisers
United Kingdom
$911K
LA
1534
Lifeworks Advisors
Michigan
$911K
C
1535
Certuity
Florida
$910K
AFP
1536
Ausdal Financial Partners
Iowa
$909K
MFG
1537
Midwest Financial Group
Kansas
$908K
BTWM
1538
Baker Tilly Wealth Management
Wisconsin
$907K
MP
1539
Mangrove Partners
Connecticut
$905K
OCM
1540
Orleans Capital Management
Louisiana
$902K
PWPS
1541
Pinnacle Wealth Planning Services
Ohio
$900K
HAIM
1542
Hunter Associates Investment Management
Pennsylvania
$898K
HFM
1543
Hartford Financial Management
Connecticut
$896K
TSWM
1544
Triangle Securities Wealth Management
North Carolina
$893K
BDA
1545
Borer Denton & Associates
Pennsylvania
$892K
SWM
1546
Sendero Wealth Management
Texas
$890K
EB
1547
Exchange Bank
California
$890K
LIA
1548
LS Investment Advisors
Michigan
$889K
CM
1549
Castleark Management
Illinois
$889K
CAGAS
1550
Capital Advisory Group Advisory Services
Minnesota
$886K