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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
DE
1626
Diversified Enterprises
Delaware
$783K
QFA
1627
Quantum Financial Advisors
California
$783K
SCA
1628
Stonebridge Capital Advisors
Minnesota
$782K
JWBC
1629
John W. Bristol & Co
New York
$781K
CCC
1630
Compass Capital Corp
Massachusetts
$780K
OWA
1631
One Wealth Advisors
California
$780K
DW30
1632
Drucker Wealth 3.0
New Jersey
$777K
TCA
1633
Transcend Capital Advisors
New Jersey
$772K
WFA
1634
WMG Financial Advisors
Tennessee
$772K
SWA
1635
Sax Wealth Advisors
New Jersey
$772K
PHAM
1636
Palisades Hudson Asset Management
Florida
$769K
MAM
1637
MWA Asset Management
Massachusetts
$768K
AIM
1638
Athena Investment Management
California
$768K
HBW
1639
Hazlett, Burt & Watson
West Virginia
$765K
CHAM
1640
Clear Harbor Asset Management
Connecticut
$758K
PCA
1641
Prosperity Capital Advisors
Ohio
$756K
FFS
1642
Founders Financial Securities
Maryland
$756K
SWA
1643
Strategies Wealth Advisors
Michigan
$752K
RCA
1644
Roberts Capital Advisors
Colorado
$752K
ATFA
1645
All Terrain Financial Advisors
Minnesota
$750K
BHIA
1646
Birch Hill Investment Advisors
Massachusetts
$747K
RCG
1647
Regatta Capital Group
California
$746K
PWM
1648
Partnership Wealth Management
Maryland
$744K
MA
1649
MONECO Advisors
Connecticut
$743K
BFG
1650
Berger Financial Group
Minnesota
$741K