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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
WFA
1626
WMG Financial Advisors
Tennessee
$772K
SWA
1627
Sax Wealth Advisors
New Jersey
$772K
PHAM
1628
Palisades Hudson Asset Management
Florida
$769K
MAM
1629
MWA Asset Management
Massachusetts
$768K
AIM
1630
Athena Investment Management
California
$768K
HBW
1631
Hazlett, Burt & Watson
West Virginia
$765K
CHAM
1632
Clear Harbor Asset Management
Connecticut
$758K
PCA
1633
Prosperity Capital Advisors
Ohio
$756K
FFS
1634
Founders Financial Securities
Maryland
$756K
SWA
1635
Strategies Wealth Advisors
Michigan
$752K
RCA
1636
Roberts Capital Advisors
Colorado
$752K
ATFA
1637
All Terrain Financial Advisors
Minnesota
$750K
BHIA
1638
Birch Hill Investment Advisors
Massachusetts
$747K
RCG
1639
Regatta Capital Group
California
$746K
PWM
1640
Partnership Wealth Management
Maryland
$744K
MA
1641
MONECO Advisors
Connecticut
$743K
BFG
1642
Berger Financial Group
Minnesota
$741K
CWM
1643
Connecticut Wealth Management
Connecticut
$740K
SEIA
1644
Signature Estate & Investment Advisors
California
$737K
CD
1645
Chapin Davis
Maryland
$737K
TIA
1646
Traphagen Investment Advisors
New Jersey
$735K
HCM
1647
Howland Capital Management
Massachusetts
$732K
SNBOSD
1648
Security National Bank of So Dak
Iowa
$731K
GFP
1649
Gryphon Financial Partners
Ohio
$728K
QPW
1650
Quantum Private Wealth
Florida
$727K