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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
WPW
1526
Warther Private Wealth
Ohio
$930K
KA
1527
Kearns & Associates
California
$930K
PWP
1528
Pursue Wealth Partners
California
$930K
LW
1529
Linscomb Wealth
Texas
$928K
CFP
1530
Catalyst Financial Partners
Massachusetts
$927K
FFA
1531
Fortune Financial Advisors
Kansas
$927K
BMC
1532
Benin Management Corp
Connecticut
$926K
HGA
1533
Hobbs Group Advisors
South Carolina
$924K
FDP
1534
Financiere des Professionnels
Quebec, Canada
$923K
IAIM
1535
International Assets Investment Management
Florida
$920K
AC
1536
AlphaCore Capital
California
$919K
PWA
1537
Phoenix Wealth Advisors
North Carolina
$914K
GLLW
1538
Graves Light Lenhart Wealth
Virginia
$913K
ITIM
1539
Indiana Trust & Investment Management
Indiana
$912K
AA
1540
Alta Advisers
United Kingdom
$911K
LA
1541
Lifeworks Advisors
Michigan
$911K
C
1542
Certuity
Florida
$910K
AFP
1543
Ausdal Financial Partners
Iowa
$909K
MFG
1544
Midwest Financial Group
Kansas
$908K
BTWM
1545
Baker Tilly Wealth Management
Wisconsin
$907K
MP
1546
Mangrove Partners
Connecticut
$905K
OCM
1547
Orleans Capital Management
Louisiana
$902K
PWPS
1548
Pinnacle Wealth Planning Services
Ohio
$900K
HAIM
1549
Hunter Associates Investment Management
Pennsylvania
$898K
HFM
1550
Hartford Financial Management
Connecticut
$896K