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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
NAM
1601
Nutshell Asset Management
United Kingdom
$797K
AWM
1602
Aviso Wealth Management
Washington
$797K
MFT
1603
Moisand Fitzgerald Tamayo
Florida
$797K
TWP
1604
Tower Wealth Partners
Pennsylvania
$797K
SG
1605
StoneX Group
New York
$796K
PCG
1606
PFC Capital Group
California
$796K
WCG
1607
Weaver Consulting Group
California
$793K
RRA
1608
Round Rock Advisors
Connecticut
$791K
CWM
1609
Consultiva Wealth Management
Puerto Rico
$791K
CCA
1610
Coign Capital Advisors
Utah
$790K
MSA
1611
Marino Stram & Associates
Massachusetts
$790K
MMG
1612
Monetary Management Group
Missouri
$789K
WFI
1613
West Family Investments
California
$785K
ZBNA
1614
Zions Bancorporation, National Association
Utah
$785K
NAS
1615
Nicolet Advisory Services
Wisconsin
$785K
KCPG
1616
Kavar Capital Partners Group
Kansas
$785K
KIM
1617
Kane Investment Management
California
$785K
DE
1618
Diversified Enterprises
Delaware
$783K
QFA
1619
Quantum Financial Advisors
California
$783K
SCA
1620
Stonebridge Capital Advisors
Minnesota
$782K
JWBC
1621
John W. Bristol & Co
New York
$781K
CCC
1622
Compass Capital Corp
Massachusetts
$780K
OWA
1623
One Wealth Advisors
California
$780K
DW30
1624
Drucker Wealth 3.0
New Jersey
$777K
TCA
1625
Transcend Capital Advisors
New Jersey
$772K