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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
PIA
1676
Perennial Investment Advisors
California
$708K
FFL
1677
Future Fund LLC
Illinois
$707K
GSEP
1678
Golden State Equity Partners
California
$705K
MAWA
1679
Moss Adams Wealth Advisors
Washington
$704K
CNB
1680
Camden National Bank
Maine
$704K
WA
1681
Wealth Architects
California
$702K
VWA
1682
Visionary Wealth Advisors
Illinois
$702K
DFA
1683
Delta Financial Advisors
Louisiana
$701K
WPC
1684
Waters Parkerson & Co
Louisiana
$701K
Members Trust
1685
Members Trust
Florida
$701K
PJWM
1686
Philip James Wealth Mangement
Georgia
$701K
SLA
1687
Silver Lake Advisory
Utah
$699K
MIM
1688
Macroview Investment Management
Maryland
$699K
APA
1689
Astoria Portfolio Advisors
New York
$695K
EGWAG
1690
Elwood & Goetz Wealth Advisory Group
Georgia
$692K
OLA
1691
Oliver Luxxe Assets
New Jersey
$692K
AWM
1692
Aries Wealth Management
Maine
$689K
LA
1693
LM Advisors
California
$687K
KFGK
1694
Keystone Financial Group (Kentucky)
Kentucky
$684K
WP
1695
Westmount Partners
California
$684K
RCA
1696
Ranch Capital Advisors
Florida
$683K
Financial Engines Advisors
1697
Financial Engines Advisors
California
$680K
TWM
1698
Thrive Wealth Management
Pennsylvania
$679K
BFS
1699
BridgePort Financial Solutions
Iowa
$679K
NL
1700
NWAM LLC
Washington
$677K