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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
MEG
1601
Millstone Evans Group
Colorado
$807K
NFSG
1602
Newbridge Financial Services Group
Florida
$805K
VAG
1603
VisionPoint Advisory Group
Texas
$802K
WIA
1604
Westbourne Investment Advisors
Maryland
$802K
TAM
1605
Trillium Asset Management
Massachusetts
$799K
DIM
1606
Delta Investment Management
California
$797K
ACM
1607
AUA Capital Management
Pennsylvania
$797K
CIM
1608
Confluence Investment Management
Missouri
$797K
NAM
1609
Nutshell Asset Management
United Kingdom
$797K
AWM
1610
Aviso Wealth Management
Washington
$797K
MFT
1611
Moisand Fitzgerald Tamayo
Florida
$797K
TWP
1612
Tower Wealth Partners
Pennsylvania
$797K
SG
1613
StoneX Group
New York
$796K
PCG
1614
PFC Capital Group
California
$796K
WCG
1615
Weaver Consulting Group
California
$793K
RRA
1616
Round Rock Advisors
Connecticut
$791K
CWM
1617
Consultiva Wealth Management
Puerto Rico
$791K
CCA
1618
Coign Capital Advisors
Utah
$790K
MSA
1619
Marino Stram & Associates
Massachusetts
$790K
MMG
1620
Monetary Management Group
Missouri
$789K
WFI
1621
West Family Investments
California
$785K
ZBNA
1622
Zions Bancorporation, National Association
Utah
$785K
NAS
1623
Nicolet Advisory Services
Wisconsin
$785K
KCPG
1624
Kavar Capital Partners Group
Kansas
$785K
KIM
1625
Kane Investment Management
California
$785K