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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
PWA
1551
Provenance Wealth Advisors
Florida
$885K
CW
1552
Channel Wealth
California
$881K
N
1553
Numerai
California
$880K
CTWM
1554
Cherry Tree Wealth Management
Minnesota
$879K
SBCM
1555
Silverberg Bernstein Capital Management
New York
$879K
RFG
1556
RFP Financial Group
Georgia
$877K
WA
1557
Waddell & Associates
Tennessee
$876K
LFM
1558
LGT Fund Management
Liechtenstein
$876K
UB
1559
Umpqua Bank
Oregon
$871K
MIP
1560
Marietta Investment Partners
Wisconsin
$871K
AFC
1561
AFT Forsyth & Company
Florida
$869K
PTB
1562
Pioneer Trust Bank
Oregon
$864K
TLCM
1563
Twin Lakes Capital Management
California
$863K
BLFG
1564
Brian Low Financial Group
Louisiana
$862K
CBT
1565
Central Bank & Trust
Kentucky
$861K
RMP
1566
Richards, Merrill & Peterson
Washington
$860K
OTL
1567
Oak Thistle LLC
New York
$857K
UIM
1568
Unified Investment Management
Georgia
$851K
KA
1569
Kozak & Associates
Colorado
$848K
APP
1570
Avantax Planning Partners
Iowa
$843K
SIA
1571
SGL Investment Advisors
Montana
$843K
BWA
1572
Burt Wealth Advisors
Maryland
$837K
AWE
1573
Avidian Wealth Enterprises
Texas
$837K
AI
1574
Arvest Investments
Arkansas
$835K
MFA
1575
Millington Financial Advisors
Illinois
$834K