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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
TWM
1651
Tanager Wealth Management
United Kingdom
$727K
BCG
1652
Breakwater Capital Group
New Jersey
$724K
EFSCE
1653
Enterprise Financial Services Corp (EFSC)
Missouri
$723K
CA
1654
Calton & Associates
Florida
$720K
BSB
1655
Bangor Savings Bank
Maine
$719K
SRC
1656
Shufro Rose & Co
New York
$716K
BWM
1657
BigSur Wealth Management
Florida
$715K
BHWM
1658
Bar Harbor Wealth Management
New Hampshire
$715K
CG
1659
Curat Global
New Hampshire
$714K
GI
1660
Gradient Investments
Minnesota
$713K
AC
1661
Addison Capital
Pennsylvania
$712K
HWM
1662
Horizon Wealth Management
Illinois
$710K
WWA
1663
Wisconsin Wealth Advisors
Wisconsin
$710K
CCG
1664
Cypress Capital Group
Florida
$710K
HFW
1665
Horizon Family Wealth
Illinois
$709K
CIM
1666
Cambria Investment Management
California
$708K
PIA
1667
Perennial Investment Advisors
California
$708K
FFL
1668
Future Fund LLC
Illinois
$707K
GSEP
1669
Golden State Equity Partners
California
$705K
MAWA
1670
Moss Adams Wealth Advisors
Washington
$704K
CNB
1671
Camden National Bank
Maine
$704K
WA
1672
Wealth Architects
California
$702K
VWA
1673
Visionary Wealth Advisors
Illinois
$702K
DFA
1674
Delta Financial Advisors
Louisiana
$701K
WPC
1675
Waters Parkerson & Co
Louisiana
$701K