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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
CBT
1576
CoreFirst Bank & Trust
Kansas
$833K
PVM
1577
Palogic Value Management
Texas
$832K
CAM
1578
Cidel Asset Management
Ontario, Canada
$829K
SCM
1579
Sage Capital Management
New Jersey
$829K
SCA
1580
Sippican Capital Advisors
Massachusetts
$825K
AA
1581
Auxano Advisors
Washington
$825K
BIG
1582
Brookwood Investment Group
Arizona
$825K
MAM
1583
McLean Asset Management
Virginia
$823K
DIP
1584
DT Investment Partners
Pennsylvania
$822K
OWP
1585
ORG Wealth Partners
Texas
$819K
MWA
1586
Meridian Wealth Advisors
Texas
$818K
OF
1587
Outfitter Financial
Maine
$817K
GCP
1588
GSA Capital Partners
United Kingdom
$817K
OWA
1589
Opal Wealth Advisors
New York
$813K
VV
1590
Verity & Verity
South Carolina
$813K
SAM
1591
Secure Asset Management
Michigan
$810K
AWA
1592
ARQ Wealth Advisors
Arizona
$809K
MEG
1593
Millstone Evans Group
Colorado
$807K
NFSG
1594
Newbridge Financial Services Group
Florida
$805K
VAG
1595
VisionPoint Advisory Group
Texas
$802K
WIA
1596
Westbourne Investment Advisors
Maryland
$802K
TAM
1597
Trillium Asset Management
Massachusetts
$799K
DIM
1598
Delta Investment Management
California
$797K
CIM
1599
Confluence Investment Management
Missouri
$797K
ACM
1600
AUA Capital Management
Pennsylvania
$797K