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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
KAS
1701
KPP Advisory Services
Kentucky
$671K
SOW
1702
State of Wyoming
Wyoming
$670K
OFG
1703
Oxford Financial Group
Indiana
$668K
SFG
1704
Sunburst Financial Group
Alabama
$668K
PWP
1705
Precedent Wealth Partners
Texas
$665K
HA
1706
Harbor Advisors
Florida
$664K
CA
1707
Capital Advantage
California
$664K
PHM
1708
Prospect Hill Management
New Jersey
$664K
MCM
1709
Magnolia Capital Management
New York
$664K
GCA
1710
Genesee Capital Advisors
New York
$663K
LCGC
1711
Legacy Capital Group California
California
$660K
PAW
1712
Plan A Wealth
Nebraska
$658K
DDPIC
1713
Deroy & Devereaux Private Investment Counsel
Michigan
$657K
AIM
1714
Allen Investment Management
New York
$656K
PWM
1715
Pines Wealth Management
North Carolina
$655K
KWS
1716
Keystone Wealth Services
California
$654K
SL
1717
Sentinus LLC
Illinois
$653K
MWM
1718
Maridea Wealth Management
New York
$653K
BA
1719
Ballast Advisors
Minnesota
$652K
TC
1720
Truvestments Capital
Florida
$652K
BCM
1721
Blume Capital Management
California
$652K
ATS
1722
Ashton Thomas Securities
New York
$652K
RPGK
1723
Retirement Planning Group (Kansas)
Kansas
$651K
TWM
1724
Tripletail Wealth Management
Florida
$651K
SIMG
1725
Sonora Investment Management Group
Arizona
$648K