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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
TSWM
1551
Triangle Securities Wealth Management
North Carolina
$893K
BDA
1552
Borer Denton & Associates
Pennsylvania
$892K
SWM
1553
Sendero Wealth Management
Texas
$890K
EB
1554
Exchange Bank
California
$890K
LIA
1555
LS Investment Advisors
Michigan
$889K
CM
1556
Castleark Management
Illinois
$889K
CAGAS
1557
Capital Advisory Group Advisory Services
Minnesota
$886K
PWA
1558
Provenance Wealth Advisors
Florida
$885K
KP
1559
Keel Point
Alabama
$883K
CW
1560
Channel Wealth
California
$881K
N
1561
Numerai
California
$880K
CTWM
1562
Cherry Tree Wealth Management
Minnesota
$879K
SBCM
1563
Silverberg Bernstein Capital Management
New York
$879K
RFG
1564
RFP Financial Group
Georgia
$877K
WA
1565
Waddell & Associates
Tennessee
$876K
LFM
1566
LGT Fund Management
Liechtenstein
$876K
UB
1567
Umpqua Bank
Oregon
$871K
MIP
1568
Marietta Investment Partners
Wisconsin
$871K
AFC
1569
AFT Forsyth & Company
Florida
$869K
PTB
1570
Pioneer Trust Bank
Oregon
$864K
TLCM
1571
Twin Lakes Capital Management
California
$863K
BLFG
1572
Brian Low Financial Group
Louisiana
$862K
CBT
1573
Central Bank & Trust
Kentucky
$861K
RMP
1574
Richards, Merrill & Peterson
Washington
$860K
OTL
1575
Oak Thistle LLC
New York
$857K