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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
Members Trust
1676
Members Trust
Florida
$701K
PJWM
1677
Philip James Wealth Mangement
Georgia
$701K
SLA
1678
Silver Lake Advisory
Utah
$699K
MIM
1679
Macroview Investment Management
Maryland
$699K
APA
1680
Astoria Portfolio Advisors
New York
$695K
EGWAG
1681
Elwood & Goetz Wealth Advisory Group
Georgia
$692K
OLA
1682
Oliver Luxxe Assets
New Jersey
$692K
AWM
1683
Aries Wealth Management
Maine
$689K
LA
1684
LM Advisors
California
$687K
KFGK
1685
Keystone Financial Group (Kentucky)
Kentucky
$684K
WP
1686
Westmount Partners
California
$684K
RCA
1687
Ranch Capital Advisors
Florida
$683K
Financial Engines Advisors
1688
Financial Engines Advisors
California
$680K
TWM
1689
Thrive Wealth Management
Pennsylvania
$679K
BFS
1690
BridgePort Financial Solutions
Iowa
$679K
NL
1691
NWAM LLC
Washington
$677K
WS
1692
Wela Strategies
Georgia
$677K
ATC
1693
Adirondack Trust Company
New York
$677K
AF
1694
Atala Financial
California
$675K
SWMP
1695
Signature Wealth Management Partners
New Jersey
$674K
FWA
1696
FSM Wealth Advisors
Ohio
$674K
AWM
1697
Aberdeen Wealth Management
Illinois
$673K
KF
1698
KKM Financial
Illinois
$673K
RFP
1699
Root Financial Partners
California
$672K
RPC
1700
Rossmore Private Capital
Connecticut
$671K