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American Express

2,720 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, 1,005 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:

2% less repeat investments, than reductions

Existing positions increased: 1,005 | Existing positions reduced: 1,030

1.33% less ownership

Funds ownership: 84.93%83.61% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,720
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
BFG
1651
Berger Financial Group
Minnesota
$741K
CWM
1652
Connecticut Wealth Management
Connecticut
$740K
SEIA
1653
Signature Estate & Investment Advisors
California
$737K
CD
1654
Chapin Davis
Maryland
$737K
TIA
1655
Traphagen Investment Advisors
New Jersey
$735K
HCM
1656
Howland Capital Management
Massachusetts
$732K
SNBOSD
1657
Security National Bank of So Dak
Iowa
$731K
GFP
1658
Gryphon Financial Partners
Ohio
$728K
QPW
1659
Quantum Private Wealth
Florida
$727K
TWM
1660
Tanager Wealth Management
United Kingdom
$727K
BCG
1661
Breakwater Capital Group
New Jersey
$724K
EFSCE
1662
Enterprise Financial Services Corp (EFSC)
Missouri
$723K
CA
1663
Calton & Associates
Florida
$720K
BSB
1664
Bangor Savings Bank
Maine
$719K
SRC
1665
Shufro Rose & Co
New York
$716K
BWM
1666
BigSur Wealth Management
Florida
$715K
BHWM
1667
Bar Harbor Wealth Management
New Hampshire
$715K
CG
1668
Curat Global
New Hampshire
$714K
GI
1669
Gradient Investments
Minnesota
$713K
AC
1670
Addison Capital
Pennsylvania
$712K
HWM
1671
Horizon Wealth Management
Illinois
$710K
WWA
1672
Wisconsin Wealth Advisors
Wisconsin
$710K
CCG
1673
Cypress Capital Group
Florida
$710K
HFW
1674
Horizon Family Wealth
Illinois
$709K
CIM
1675
Cambria Investment Management
California
$708K