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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
UIM
1576
Unified Investment Management
Georgia
$851K
KA
1577
Kozak & Associates
Colorado
$848K
APP
1578
Avantax Planning Partners
Iowa
$843K
SIA
1579
SGL Investment Advisors
Montana
$843K
BWA
1580
Burt Wealth Advisors
Maryland
$837K
AWE
1581
Avidian Wealth Enterprises
Texas
$837K
AI
1582
Arvest Investments
Arkansas
$835K
MFA
1583
Millington Financial Advisors
Illinois
$834K
CBT
1584
CoreFirst Bank & Trust
Kansas
$833K
PVM
1585
Palogic Value Management
Texas
$832K
CAM
1586
Cidel Asset Management
Ontario, Canada
$829K
SCM
1587
Sage Capital Management
New Jersey
$829K
SCA
1588
Sippican Capital Advisors
Massachusetts
$825K
AA
1589
Auxano Advisors
Washington
$825K
BIG
1590
Brookwood Investment Group
Arizona
$825K
MAM
1591
McLean Asset Management
Virginia
$823K
DIP
1592
DT Investment Partners
Pennsylvania
$822K
OWP
1593
ORG Wealth Partners
Texas
$819K
MWA
1594
Meridian Wealth Advisors
Texas
$818K
OF
1595
Outfitter Financial
Maine
$817K
GCP
1596
GSA Capital Partners
United Kingdom
$817K
OWA
1597
Opal Wealth Advisors
New York
$813K
VV
1598
Verity & Verity
South Carolina
$813K
SAM
1599
Secure Asset Management
Michigan
$810K
AWA
1600
ARQ Wealth Advisors
Arizona
$809K